Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Put Options Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFCF

# of Institutions

415

Shares Held

120M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

11.1M
Shares

$466 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$117 Million
1.39% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$116 Million
23.4% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.69M
Shares

$113 Million
1.41% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

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