Regal Wealth Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 87,646 shares of DFCF stock, worth $3.68 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
87,646
Previous 84,317
3.95%
Holding current value
$3.68 Million
Previous $3.4 Million
9.2%
% of portfolio
2.6%
Previous 2.7%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio