Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 88,908 shares of DFCF stock, worth $3.71 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
88,908
Previous 80,957
9.82%
Holding current value
$3.71 Million
Previous $3.36 Million
14.19%
% of portfolio
0.04%
Previous 0.04%
Shares
5 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