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 $293,458. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,034
Previous 6,131
14.73%
Holding current value
$293,458
Previous $255,000
18.82%
% of portfolio
0.06%
Previous 0.04%
Shares
2 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