J.W. Cole Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 7,269 shares of DFCF stock, worth $314,820. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,269
Previous 7,119
2.11%
Holding current value
$314,820
Previous $298,000
1.01%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$332 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio