Gen Financial Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Gen Financial Management, Inc. holds 24,706 shares of DFCF stock, worth $1.03 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
24,706
Previous 29,682
16.76%
Holding current value
$1.03 Million
Previous $1.22 Billion
15.17%
% of portfolio
0.7%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio