Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 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 7,642 shares of DFCF stock, worth $327,306. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,642
Previous 7,541
1.34%
Holding current value
$327,306
Previous $316 Million
0.35%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$440 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$328 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$133 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$119 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$103 Million24.22% of portfolio