Wms Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wms Partners, LLC holds 207,605 shares of DFCF stock, worth $8.48 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
207,605
Previous 211,913
2.03%
Holding current value
$8.48 Million
Previous $8.8 Million
1.86%
% of portfolio
0.53%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio