Ml & R Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 10,002 shares of DFCF stock, worth $430,986. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,002
Previous 10,501
4.75%
Holding current value
$430,986
Previous $445,000
5.84%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$330 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio