Divergent Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Divergent Planning, LLC
- $268 Million
- Q3 2024
A detailed history of Divergent Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Divergent Planning, LLC holds 291,939 shares of DFCF stock, worth $12.1 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
291,939
Previous 277,010
5.39%
Holding current value
$12.1 Million
Previous $11.5 Million
9.58%
% of portfolio
4.7%
Previous 4.68%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio