Investment Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Investment Advisory Group, LLC holds 22,306 shares of DFCF stock, worth $937,744. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,306
Previous 16,928
31.77%
Holding current value
$937,744
Previous $703,000
36.98%
% of portfolio
0.34%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio