Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
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 11,557,175 shares of DFCF stock, worth $484 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
11,557,175
Previous 192,546
5902.29%
Holding current value
$484 Million
Previous $8.32 Million
5648.0%
% of portfolio
3.2%
Previous 3.43%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.63MShares$110 Million1.32% of portfolio