J.W. Cole Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,064 shares of DFCF stock, worth $329,414. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,064
Previous 7,269
10.94%
Holding current value
$329,414
Previous $301,000
15.61%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio