Coston, Mc Isaac & Partners Dimensional ETF Tr Core Fxd In Transaction History
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 68,254 shares of DFCF stock, worth $2.87 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
68,254
Previous 34,797
96.15%
Holding current value
$2.87 Million
Previous $1.44 Million
99.44%
% of portfolio
1.0%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio