Investment Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Investment Advisory Group, LLC holds 22,101 shares of DFCF stock, worth $912,108. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,101
Previous 22,306
0.92%
Holding current value
$912,108
Previous $963,000
5.09%
% of portfolio
0.31%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio