Clearstead Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Clearstead Advisors, LLC holds 564 shares of DFCF stock, worth $23,778. This represents 0.0% of its overall portfolio holdings.
Number of Shares
564Holding current value
$23,778% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio