Dynamic Advisor Solutions LLC Dimensional ETF Tr Core Fxd In Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,397,712 shares of DFCF stock, worth $58.3 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
1,397,712
Previous 1,249,998
11.82%
Holding current value
$58.3 Million
Previous $51.9 Million
16.26%
% of portfolio
1.84%
Previous 1.67%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.8 Million12.12% of portfolio