Spring Vest Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 97,051 shares of DFCF stock, worth $4.07 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
97,051Holding current value
$4.07 Million% of portfolio
3.43%Shares
1 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
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Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio