Shearwater Capital LLC Dimensional ETF Tr Core Fxd In Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Shearwater Capital LLC holds 34,377 shares of DFCF stock, worth $1.43 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
34,377
Previous 34,986
1.74%
Holding current value
$1.43 Million
Previous $1.51 Million
5.96%
% of portfolio
0.97%
Previous 1.05%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
358Shares Held
3.54BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$437 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$103 Million13.14% of portfolio