Asset Planning Corporation Dimensional ETF Tr Core Fxd In Transaction History
Asset Planning Corporation
- $168 Million
- Q1 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 563,249 shares of DFCF stock, worth $23.4 Million. This represents 14.07% of its overall portfolio holdings.
Number of Shares
563,249
Previous 552,173
2.01%
Holding current value
$23.4 Million
Previous $22.8 Million
3.74%
% of portfolio
14.07%
Previous 14.36%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio