Rise Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Rise Advisors, LLC holds 583,897 shares of DFCF stock, worth $24.4 Million. This represents 11.73% of its overall portfolio holdings.
Number of Shares
583,897
Previous 527,315
10.73%
Holding current value
$24.4 Million
Previous $22.8 Million
6.04%
% of portfolio
11.73%
Previous 11.02%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio