Asset Planning Corporation Dimensional ETF Tr Core Fxd In Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
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 439,338 shares of DFCF stock, worth $18.1 Million. This represents 12.45% of its overall portfolio holdings.
Number of Shares
439,338
Previous 274,273
60.18%
Holding current value
$18.1 Million
Previous $11.4 Million
66.55%
% of portfolio
12.45%
Previous 8.56%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio