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 $930,894. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,101
Previous 22,306
0.92%
Holding current value
$930,894
Previous $963,000
5.09%
% of portfolio
0.31%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares 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$468 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