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 $420,384. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,002
Previous 10,501
4.75%
Holding current value
$420,384
Previous $445,000
5.84%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio