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 $4.4 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
103,566
Previous 104,292
0.7%
Holding current value
$4.4 Million
Previous $4.21 Billion
4.3%
% of portfolio
0.49%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio