Bwm Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bwm Planning, LLC
- $336 Billion
- Q3 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 275,567 shares of DFCF stock, worth $11.8 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
275,567
Previous 187,351
47.09%
Holding current value
$11.8 Million
Previous $7.88 Billion
49.53%
% of portfolio
3.51%
Previous 3.33%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
440Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio