Investment Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Investment Advisory Group, LLC
- $290 Million
- Q1 2025
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 22,116 shares of DFCF stock, worth $918,477. This represents 0.32% of its overall portfolio holdings.
Number of Shares
22,116
Previous 22,101
0.07%
Holding current value
$918,477
Previous $914,000
1.53%
% of portfolio
0.32%
Previous 0.31%
Shares
6 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$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 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