Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 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 53,571 shares of DFCF stock, worth $2.23 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
53,571
Previous 50,271
6.56%
Holding current value
$2.23 Million
Previous $2.18 Million
1.61%
% of portfolio
0.72%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
339Shares Held
91.8MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio