Meredith Wealth Planning Dimensional ETF Tr Core Fxd In Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Meredith Wealth Planning holds 231,404 shares of DFCF stock, worth $9.62 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
231,404
Previous 208,303
11.09%
Holding current value
$9.62 Million
Previous $9 Billion
6.15%
% of portfolio
4.26%
Previous 4.29%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio