New Edge Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, New Edge Advisors, LLC holds 166,216 shares of DFCF stock, worth $6.91 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
166,216
Previous 152,789
8.79%
Holding current value
$6.91 Million
Previous $6.35 Million
13.11%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall 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
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio