Dynamic Advisor Solutions LLC Dimensional ETF Tr Core Fxd In Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,469,863 shares of DFCF stock, worth $61.2 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
1,469,863
Previous 1,445,944
1.65%
Holding current value
$61.2 Million
Previous $59.8 Million
3.37%
% of portfolio
2.08%
Previous 2.59%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio