Asset Planning Corporation Dimensional ETF Tr Core Fxd In Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Asset Planning Corporation holds 647,115 shares of DFCF stock, worth $27.5 Million. This represents 14.59% of its overall portfolio holdings.
Number of Shares
647,115
Previous 563,249
14.89%
Holding current value
$27.5 Million
Previous $23.7 Million
15.44%
% of portfolio
14.59%
Previous 14.07%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio