Wealth Dimensions Group, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 100,386 shares of DFCF stock, worth $4.1 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
100,386
Previous 24,759
305.45%
Holding current value
$4.1 Million
Previous $1.03 Million
321.69%
% of portfolio
1.1%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio