Williams & Novak, LLC Dimensional ETF Tr Core Fxd In Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Williams & Novak, LLC holds 10,018 shares of DFCF stock, worth $418,051. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,018
Previous 10,037
0.19%
Holding current value
$418,051
Previous $417 Million
3.78%
% of portfolio
0.4%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.8 Million12.12% of portfolio