Gen Financial Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Gen Financial Management, Inc. holds 24,706 shares of DFCF stock, worth $1.03 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
24,706
Previous 29,682
16.76%
Holding current value
$1.03 Million
Previous $1.22 Billion
15.17%
% of portfolio
0.7%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio