Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 70,282 shares of DFCF stock, worth $2.93 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
70,282
Previous 32,602
115.58%
Holding current value
$2.93 Million
Previous $1.35 Million
124.15%
% of portfolio
0.77%
Previous 0.37%
Shares
7 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