Up Strategic Wealth Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 6,086 shares of DFCF stock, worth $253,907. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,086
Previous 78,532
92.25%
Holding current value
$253,907
Previous $3.26 Billion
91.94%
% of portfolio
0.29%
Previous 4.94%
Shares
4 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