Diversify Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 279,994 shares of DFCF stock, worth $11.7 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
279,994
Previous 285,937
2.08%
Holding current value
$11.7 Million
Previous $12 Billion
4.89%
% of portfolio
0.89%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
358Shares Held
3.54BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio