Bwm Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bwm Planning, LLC holds 187,351 shares of DFCF stock, worth $7.8 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
187,351
Previous 178,923
4.71%
Holding current value
$7.8 Million
Previous $7.38 Billion
6.71%
% of portfolio
3.33%
Previous 3.21%
Shares
3 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
-
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