Wealthspire Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 36,021 shares of DFCF stock, worth $1.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,021
Previous 46,260
22.13%
Holding current value
$1.5 Million
Previous $2 Million
25.44%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
358Shares Held
3.54BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 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