Rialto Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,766 shares of DFCF stock, worth $74,172. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,766
Previous 1,743
1.32%
Holding current value
$74,172
Previous $71.9 Million
99.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio