Liberty Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Liberty Wealth Management LLC holds 304,428 shares of DFCF stock, worth $12.6 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
304,428
Previous 893,974
65.95%
Holding current value
$12.6 Million
Previous $12.4 Million
6.27%
% of portfolio
2.31%
Previous 2.27%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio