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 $431,186. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,002
Previous 10,501
4.75%
Holding current value
$431,186
Previous $445,000
5.84%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio