Creative Capital Management Investments LLC Dimensional ETF Tr Core Fxd In Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 2024
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 702,028 shares of DFCF stock, worth $29.3 Million. This represents 16.43% of its overall portfolio holdings.
Number of Shares
702,028
Previous 633,495
10.82%
Holding current value
$29.3 Million
Previous $26.9 Million
9.64%
% of portfolio
16.43%
Previous 16.72%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$415 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$290 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.7 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.3 Million1.26% of portfolio