Wp Wealth LLP Dimensional ETF Tr Core Fxd In Transaction History
Wp Wealth LLP
- $387 Billion
- Q1 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wp Wealth LLP holds 2,269,704 shares of DFCF stock, worth $94.2 Million. This represents 24.6% of its overall portfolio holdings.
Number of Shares
2,269,704
Previous 2,061,180
10.12%
Holding current value
$94.2 Million
Previous $87.4 Billion
8.95%
% of portfolio
24.6%
Previous 27.05%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$77.9 Million1.26% of portfolio
-
Commonwealth Equity Services, LLC1.76MShares$73 Million0.12% of portfolio