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 $1.51 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,021
Previous 46,260
22.13%
Holding current value
$1.51 Million
Previous $2 Million
25.44%
% of portfolio
0.01%
Previous 0.02%
Shares
2 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