Jfs Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 20,323 shares of DFCF stock, worth $853,566. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,323
Previous 20,305
0.09%
Holding current value
$853,566
Previous $876,000
4.11%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 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