Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspan Partners, LLC holds 163,280 shares of DFCF stock, worth $6.88 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
163,280
Previous 161,209
1.28%
Holding current value
$6.88 Million
Previous $6.96 Million
3.0%
% of portfolio
3.31%
Previous 3.52%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio