Drive Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,607 shares of DFCF stock, worth $355,469. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,607
Previous 10,383
17.1%
Holding current value
$355,469
Previous $448,000
20.76%
% of portfolio
0.09%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio