Meredith Wealth Planning Dimensional ETF Tr Core Fxd In Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Meredith Wealth Planning holds 266,053 shares of DFCF stock, worth $11.4 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
266,053
Previous 240,345
10.7%
Holding current value
$11.4 Million
Previous $10.1 Billion
11.22%
% of portfolio
4.08%
Previous 4.46%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio