Garrett Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Garrett Investment Advisors LLC
- $926 Million
- Q1 2025
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 156,799 shares of DFCF stock, worth $6.58 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
156,799
Previous 137,339
14.17%
Holding current value
$6.58 Million
Previous $5.68 Million
15.93%
% of portfolio
0.71%
Previous 0.6%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio