Asset Planning Corporation Dimensional ETF Tr Core Fxd In Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Asset Planning Corporation holds 552,173 shares of DFCF stock, worth $23.2 Million. This represents 14.36% of its overall portfolio holdings.
Number of Shares
552,173
Previous 439,338
25.68%
Holding current value
$23.2 Million
Previous $19 Million
20.35%
% of portfolio
14.36%
Previous 12.45%
Shares
7 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
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio