Cape Investment Advisory, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 100 shares of DFCF stock, worth $4,127. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,127
Previous $4.15 Million
3.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.9 Million12.12% of portfolio