Lee Financial CO Dimensional ETF Tr Core Fxd In Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$41.26 - $43.27 $11,676 - $12,245	283 Added 46.93%	886 $37,000
Q4 2022 Feb 09, 2023	BUY	$39.82 - $42.74 $24,011 - $25,772	603 New	603 $25,000

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

89M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$428 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.9M
Shares

$118 Million
11.58% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$109 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$99.2 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$85 Million
12.12% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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