Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History

Forum Private Client Group LLC

$225 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFCF

# of Institutions

331

Shares Held

88.3M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$433 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.9M
Shares

$120 Million
11.58% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$110 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$100 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$86 Million
12.12% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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