Divergent Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Divergent Planning, LLC
- $246 Million
- Q2 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 277,010 shares of DFCF stock, worth $12 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
277,010
Previous 233,488
18.64%
Holding current value
$12 Million
Previous $9.79 Million
17.48%
% of portfolio
4.68%
Previous 4.15%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$444 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