Capital Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Capital Planning LLC
- $337 Million
- Q1 2025
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 40,917 shares of DFCF stock, worth $1.72 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
40,917Holding current value
$1.72 Million% of portfolio
0.51%Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio