Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 51,267 shares of DFCF stock, worth $2.16 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
51,267
Previous 47,855
7.13%
Holding current value
$2.16 Million
Previous $2.01 Million
5.87%
% of portfolio
0.75%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio