Rise Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rise Advisors, LLC
- $207 Million
- Q3 2024
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Rise Advisors, LLC holds 527,315 shares of DFCF stock, worth $22 Million. This represents 11.02% of its overall portfolio holdings.
Number of Shares
527,315
Previous 468,562
12.54%
Holding current value
$22 Million
Previous $19.5 Million
17.01%
% of portfolio
11.02%
Previous 10.4%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.8 Million12.12% of portfolio