Midland Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History

Midland Wealth Advisors LLC

$1.66 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$40.79 - $41.97 $264,278 - $271,923	6,479 New	6,479 $269 Million

Others Institutions Holding DFCF

# of Institutions

407

Shares Held

3.56B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$144 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$484 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$466 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$116 Million
23.4% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.