Market Street Wealth Management Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 1,085,121 shares of DFCF stock, worth $44.8 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
1,085,121
Previous 1,067,301
1.67%
Holding current value
$44.8 Million
Previous $44.3 Million
5.71%
% of portfolio
8.49%
Previous 8.48%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall 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
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio