Cape Investment Advisory, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 100 shares of DFCF stock, worth $4,222. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,222
Previous $4.32 Million
4.45%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio