Ethos Financial Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ethos Financial Group, LLC holds 7,034 shares of DFCF stock, worth $296,272. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,034
Previous 6,131
14.73%
Holding current value
$296,272
Previous $255,000
18.82%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio