Iht Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$446 Million12.38% of portfolio
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Hbk Sorce Advisory LLC Erie, PA7.66MShares$333 Million11.84% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$121 Million11.43% of portfolio
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Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio