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 $918,561. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,306
Previous 16,928
31.77%
Holding current value
$918,561
Previous $703,000
36.98%
% of portfolio
0.34%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio