Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspan Partners, LLC holds 141,648 shares of DFCF stock, worth $6.07 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
141,648
Previous 129,686
9.22%
Holding current value
$6.07 Million
Previous $5.44 Million
8.16%
% of portfolio
3.29%
Previous 3.23%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$440 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$328 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$133 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$119 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$103 Million24.22% of portfolio