Life Pro Asset Management Dimensional ETF Tr Core Fxd In Transaction History
Life Pro Asset Management
- $132 Million
- Q3 2024
A detailed history of Life Pro Asset Management transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Life Pro Asset Management holds 82,923 shares of DFCF stock, worth $3.5 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
82,923
Previous 71,571
15.86%
Holding current value
$3.5 Million
Previous $2.97 Million
20.45%
% of portfolio
2.72%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio