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 $11.2 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
266,053
Previous 240,345
10.7%
Holding current value
$11.2 Million
Previous $10.1 Billion
11.22%
% of portfolio
4.08%
Previous 4.46%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
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Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
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True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio