Shearwater Capital LLC Dimensional ETF Tr Core Fxd In Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 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 34,986 shares of DFCF stock, worth $1.47 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
34,986
Previous 35,021
0.1%
Holding current value
$1.47 Million
Previous $1.45 Million
3.92%
% of portfolio
1.05%
Previous 1.07%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio