Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 51,267 shares of DFCF stock, worth $2.21 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
51,267
Previous 47,855
7.13%
Holding current value
$2.21 Million
Previous $2.01 Million
5.87%
% of portfolio
0.75%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$330 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio