Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sowell Financial Services LLC holds 123,248 shares of DFCF stock, worth $5.18 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
123,248
Previous 123,040
0.17%
Holding current value
$5.18 Million
Previous $5.31 Million
4.08%
% of portfolio
0.27%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio