Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Crown Wealth Group, LLC
- $192 Million
- Q2 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 59,543 shares of DFCF stock, worth $2.57 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
59,543
Previous 97,143
38.71%
Holding current value
$2.57 Million
Previous $4.08 Million
39.31%
% of portfolio
1.29%
Previous 2.18%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$331 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio