Wealth Dimensions Group, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 166,379 shares of DFCF stock, worth $6.93 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
166,379
Previous 100,386
65.74%
Holding current value
$6.93 Million
Previous $4.34 Million
58.73%
% of portfolio
1.69%
Previous 1.1%
Shares
4 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