Archvest Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 5,071 shares of DFCF stock, worth $212,982. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,071Holding current value
$212,982% of portfolio
0.15%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$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio