Herold Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
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 150,714 shares of DFCF stock, worth $6.4 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
150,714
Previous 135,551
11.19%
Holding current value
$6.4 Million
Previous $5.61 Million
13.08%
% of portfolio
1.44%
Previous 1.27%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio