Mission Wealth Management, LP Dimensional ETF Tr Core Fxd In Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mission Wealth Management, LP holds 30,539 shares of DFCF stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,539
Previous 31,941
4.39%
Holding current value
$1.29 Million
Previous $1.32 Million
2.8%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio