Mitchell Mcleod Pugh & Williams Inc Dimensional ETF Tr Core Fxd In Transaction History
Mitchell Mcleod Pugh & Williams Inc
- $436 Million
- Q2 2024
A detailed history of Mitchell Mcleod Pugh & Williams Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mitchell Mcleod Pugh & Williams Inc holds 8,138 shares of DFCF stock, worth $352,700. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,138
Previous 5,867
38.71%
Holding current value
$352,700
Previous $246,000
37.4%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$332 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio