Belpointe Asset Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$40.64 - $44.91 $105,176 - $116,227	2,588 New	2,588 $106,000

Others Institutions Holding DFCF

# of Institutions

335

Shares Held

91.2M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$433 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.9M
Shares

$120 Million
11.58% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$110 Million
23.84% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.48M
Shares

$102 Million
13.14% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$100 Million
1.24% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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