Capital Planning LLC Dimensional ETF Tr Core Fxd In Transaction History

Capital Planning LLC

$362 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$41.34 - $43.55 $1.7 Million - $1.79 Million	41,111 New	41,111 $1.78 Million

Others Institutions Holding DFCF

# of Institutions

371

Shares Held

3.55B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$143 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$480 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$462 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$123 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$111 Million
23.84% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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