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 $9.76 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
231,404
Previous 208,303
11.09%
Holding current value
$9.76 Million
Previous $9 Billion
6.15%
% of portfolio
4.26%
Previous 4.29%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio