Drive Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Drive Wealth Management, LLC holds 10,578 shares of DFCF stock, worth $456,652. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,578
Previous 11,693
9.54%
Holding current value
$456,652
Previous $490,000
10.41%
% of portfolio
0.12%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$331 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio