Beta Wealth Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 14,904 shares of DFCF stock, worth $620,453. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,904
Previous 13,059
14.13%
Holding current value
$620,453
Previous $564,000
9.22%
% of portfolio
0.3%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio