Wealthsource Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthsource Partners, LLC holds 169,542 shares of DFCF stock, worth $7.1 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
169,542
Previous 193,899
12.56%
Holding current value
$7.1 Million
Previous $7.83 Million
8.16%
% of portfolio
0.47%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio