Rise Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 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 583,897 shares of DFCF stock, worth $24.4 Million. This represents 11.73% of its overall portfolio holdings.
Number of Shares
583,897
Previous 527,315
10.73%
Holding current value
$24.4 Million
Previous $22.8 Million
6.04%
% of portfolio
11.73%
Previous 11.02%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
349Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$104 Million13.14% of portfolio