Creative One Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Creative One Wealth, LLC holds 122,615 shares of DFCF stock, worth $5.09 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
122,615
Previous 90,857
34.95%
Holding current value
$5.09 Million
Previous $3.92 Million
29.23%
% of portfolio
0.17%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
401Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio