Ml & R Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 10,002 shares of DFCF stock, worth $427,285. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,002
Previous 10,501
4.75%
Holding current value
$427,285
Previous $445,000
5.84%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
440Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio