Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 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 218,149 shares of DFCF stock, worth $9.23 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
218,149
Previous 11,557,175
98.11%
Holding current value
$9.23 Million
Previous $478 Million
1819.51%
% of portfolio
3.7%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio