Garrett Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 137,339 shares of DFCF stock, worth $5.8 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
137,339
Previous 134,616
2.02%
Holding current value
$5.8 Million
Previous $5.81 Million
2.3%
% of portfolio
0.6%
Previous 0.63%
Shares
11 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