Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Crown Wealth Group, LLC
- $221 Million
- Q4 2024
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Crown Wealth Group, LLC holds 75,606 shares of DFCF stock, worth $3.16 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
75,606
Previous 130,096
41.88%
Holding current value
$3.16 Million
Previous $5.62 Million
44.34%
% of portfolio
1.41%
Previous 2.66%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio