Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forum Private Client Group LLC holds 7,693 shares of DFCF stock, worth $317,797. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,693
Previous 7,642
0.67%
Holding current value
$317,797
Previous $317 Million
4.67%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio