Kathleen S. Wright Associates Inc. Dimensional ETF Tr Core Fxd In Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 13,199 shares of DFCF stock, worth $550,926. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,199
Previous 9,080
45.36%
Holding current value
$550,926
Previous $392,000
39.03%
% of portfolio
0.22%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio