Collective Family Office LLC Dimensional ETF Tr Core Fxd In Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Collective Family Office LLC holds 217,743 shares of DFCF stock, worth $9.09 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
217,743
Previous 216,271
0.68%
Holding current value
$9.09 Million
Previous $9.34 Million
3.59%
% of portfolio
2.5%
Previous 2.57%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio