Congress Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,963 shares of DFCF stock, worth $206,262. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,963Holding current value
$206,262% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio