Mitchell Mcleod Pugh & Williams Inc Dimensional ETF Tr Core Fxd In Transaction History
Mitchell Mcleod Pugh & Williams Inc
- $473 Million
- Q4 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 20,145 shares of DFCF stock, worth $836,621. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,145
Previous 10,070
100.05%
Holding current value
$836,621
Previous $434,000
91.94%
% of portfolio
0.18%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
346Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio