Wealth Shield Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,697 shares of DFCF stock, worth $71,053. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,697
Previous 2,361
28.12%
Holding current value
$71,053
Previous $101,000
30.69%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$484 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio