Bwm Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
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 178,923 shares of DFCF stock, worth $7.4 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
178,923
Previous 150,172
19.15%
Holding current value
$7.4 Million
Previous $6.49 Billion
13.85%
% of portfolio
3.21%
Previous 2.88%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% 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