Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Crown Wealth Group, LLC
- $187 Million
- Q1 2024
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Crown Wealth Group, LLC holds 97,143 shares of DFCF stock, worth $4.07 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
97,143
Previous 90,305
7.57%
Holding current value
$4.07 Million
Previous $3.83 Million
6.45%
% of portfolio
2.18%
Previous 2.4%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio