Capital Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Capital Planning LLC
- $343 Million
- Q3 2024
A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Capital Planning LLC holds 41,111 shares of DFCF stock, worth $1.73 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
41,111Holding current value
$1.73 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
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Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
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Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio