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 $1.72 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
41,111Holding current value
$1.72 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$86.9 Million12.12% of portfolio