Bcr Wealth Strategies, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bcr Wealth Strategies, LLC
- $214 Million
- Q4 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 569,051 shares of DFCF stock, worth $23.9 Million. This represents 10.98% of its overall portfolio holdings.
Number of Shares
569,051
Previous 521,243
9.17%
Holding current value
$23.9 Million
Previous $22.5 Million
4.32%
% of portfolio
10.98%
Previous 10.63%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio