J.W. Cole Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,048 shares of DFCF stock, worth $338,579. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,048
Previous 8,064
0.2%
Holding current value
$338,579
Previous $348,000
4.6%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio