Mission Wealth Management, LP Dimensional ETF Tr Core Fxd In Transaction History
Mission Wealth Management, LP
- $4.6 Billion
- Q2 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 30,929 shares of DFCF stock, worth $1.33 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,929
Previous 30,539
1.28%
Holding current value
$1.33 Million
Previous $1.28 Million
1.79%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$495 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio