Herold Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Herold Advisors, Inc.
- $443 Million
- Q4 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Herold Advisors, Inc. holds 135,551 shares of DFCF stock, worth $5.71 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
135,551
Previous 121,973
11.13%
Holding current value
$5.71 Million
Previous $5.27 Million
6.42%
% of portfolio
1.27%
Previous 1.17%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares 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$487 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