Next Level Wealth Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 7,216 shares of DFCF stock, worth $299,896. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,216Holding current value
$299,896% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
343Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Truepoint, Inc.10.5MShares$436 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio