Wealth Dimensions Group, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 187,377 shares of DFCF stock, worth $7.86 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
187,377
Previous 166,379
12.62%
Holding current value
$7.86 Million
Previous $6.88 Million
14.53%
% of portfolio
1.88%
Previous 1.69%
Shares
5 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