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 $8.08 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
187,351
Previous 178,923
4.71%
Holding current value
$8.08 Million
Previous $7.38 Billion
6.71%
% of portfolio
3.33%
Previous 3.21%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio