Daner Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Daner Wealth Management, LLC holds 288,845 shares of DFCF stock, worth $12.1 Million. This represents 8.8% of its overall portfolio holdings.
Number of Shares
288,845Holding current value
$12.1 Million% of portfolio
8.8%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
406Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio