Wp Wealth LLP Dimensional ETF Tr Core Fxd In Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wp Wealth LLP holds 2,774,923 shares of DFCF stock, worth $117 Million. This represents 23.4% of its overall portfolio holdings.
Number of Shares
2,774,923
Previous 2,662,187
4.23%
Holding current value
$117 Million
Previous $115 Billion
0.4%
% of portfolio
23.4%
Previous 23.84%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall 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$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.63MShares$111 Million1.32% of portfolio