Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q4 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 8,055 shares of DFCF stock, worth $340,082. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,055
Previous 7,693
4.71%
Holding current value
$340,082
Previous $332 Million
0.04%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio