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 $18.3 Million. This represents 12.45% of its overall portfolio holdings.
Number of Shares
439,338
Previous 274,273
60.18%
Holding current value
$18.3 Million
Previous $11.4 Million
66.55%
% of portfolio
12.45%
Previous 8.56%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.6 Million12.12% of portfolio