B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
B.O.S.S. Retirement Advisors, LLC
- $358 Billion
- Q4 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 18,039 shares of DFCF stock, worth $761,606. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,039
Previous 22,527
19.92%
Holding current value
$761,606
Previous $973 Million
23.48%
% of portfolio
0.21%
Previous 0.2%
Shares
11 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