Meredith Wealth Planning Dimensional ETF Tr Core Fxd In Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
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 208,303 shares of DFCF stock, worth $8.6 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
208,303
Previous 189,837
9.73%
Holding current value
$8.6 Million
Previous $7.89 Billion
14.09%
% of portfolio
4.29%
Previous 4.13%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio