Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Crown Wealth Group, LLC
- $211 Million
- Q3 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 130,096 shares of DFCF stock, worth $5.37 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
130,096
Previous 59,543
118.49%
Holding current value
$5.37 Million
Previous $2.47 Million
127.17%
% of portfolio
2.66%
Previous 1.29%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
89.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio