First Ascent Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 103,566 shares of DFCF stock, worth $4.42 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
103,566
Previous 104,292
0.7%
Holding current value
$4.42 Million
Previous $4.21 Billion
4.3%
% of portfolio
0.49%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
314Shares Held
88.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$438 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$327 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$118 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$103 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$98.4 Million1.23% of portfolio