Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 80,957 shares of DFCF stock, worth $3.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
80,957
Previous 62,307
29.93%
Holding current value
$3.52 Million
Previous $2.61 Million
28.66%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$446 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$333 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$121 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio