Mitchell Mcleod Pugh & Williams Inc Dimensional ETF Tr Core Fxd In Transaction History
Mitchell Mcleod Pugh & Williams Inc
- $473 Million
- Q4 2024
A detailed history of Mitchell Mcleod Pugh & Williams Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mitchell Mcleod Pugh & Williams Inc holds 20,145 shares of DFCF stock, worth $850,521. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,145
Previous 10,070
100.05%
Holding current value
$850,521
Previous $434,000
91.94%
% of portfolio
0.18%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
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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