Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 88,908 shares of DFCF stock, worth $3.67 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
88,908
Previous 80,957
9.82%
Holding current value
$3.67 Million
Previous $3.36 Million
14.19%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio