Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 73,760 shares of DFCF stock, worth $3.05 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
73,760
Previous 70,282
4.95%
Holding current value
$3.05 Million
Previous $3.04 Million
0.49%
% of portfolio
0.76%
Previous 0.77%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$477 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$459 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$115 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio