Bwm Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 150,172 shares of DFCF stock, worth $6.2 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

150,172

Holding current value

$6.2 Million

% of portfolio

2.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$41.34 - $43.55 $6.21 Million - $6.54 Million	150,172 New	150,172 $6.49 Billion

Others Institutions Holding DFCF

# of Institutions

331

Shares Held

88.3M

Call Options Held

Put Options Held

Truepoint, Inc.

10.5M
Shares

$433 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.9M
Shares

$120 Million
11.58% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$110 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$100 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$86 Million
12.12% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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