Divergent Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Divergent Planning, LLC
- $250 Million
- Q2 2025
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 14,108 shares of DFCF stock, worth $594,652. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,108
Previous 320,132
95.59%
Holding current value
$594,652
Previous $13.4 Million
95.57%
% of portfolio
0.24%
Previous 4.55%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio