Bcr Wealth Strategies, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 521,243 shares of DFCF stock, worth $21.9 Million. This represents 10.63% of its overall portfolio holdings.
Number of Shares
521,243
Previous 502,862
3.66%
Holding current value
$21.9 Million
Previous $20.9 Million
7.77%
% of portfolio
10.63%
Previous 13.59%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio