Concorde Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Concorde Asset Management, LLC holds 6,350 shares of DFCF stock, worth $266,890. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,350
Previous 6,415
1.01%
Holding current value
$266,890
Previous $277,000
5.42%
% of portfolio
0.14%
Previous 0.16%
Shares
7 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
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio