Bwm Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bwm Planning, LLC holds 187,351 shares of DFCF stock, worth $7.93 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
187,351
Previous 178,923
4.71%
Holding current value
$7.93 Million
Previous $7.38 Billion
6.71%
% of portfolio
3.33%
Previous 3.21%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio