Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Essential Planning, Llc. holds 227,808 shares of DFCF stock, worth $9.74 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
227,808
Previous 218,149
4.43%
Holding current value
$9.74 Million
Previous $9.18 Billion
4.92%
% of portfolio
3.58%
Previous 3.7%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$492 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$119 Million1.31% of portfolio