Journey Strategic Wealth LLC Dimensional ETF Tr Core Fxd In Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,190 shares of DFCF stock, worth $217,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,190
Previous 9,728
46.65%
Holding current value
$217,720
Previous $420,000
49.05%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 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