Fin Dec Wealth Services, Inc. Reduced Holdings in Q3 2025

Fin Dec Wealth Services, Inc.

  • $96.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
-5.25K
- 29.97%
$39.59 - $42.21 $208K - $222K
12.3K $516M
DFAE
Dimensional ETF Tr

ETFs
-12.8K
- 14.11%
$28.84 - $31.84 $370K - $409K
78.2K $2.47B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.82K
- 35.61%
$47.86 - $48.43 $135K - $137K
5.1K $246M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-41.7K
- 9.18%
$28.92 - $32.19 $1.2M - $1.34M
412K $13.1B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.2K
- 9.58%
$59.29 - $62.87 $71K - $75.3K
11.3K $679M
CGGO
Capital Group Global Growth Eq

ETFs
-3.57K
- 35.26%
$31.71 - $34.17 $113K - $122K
6.56K $224M
DFIV
Dimensional ETF Tr

ETFs
-2.2K
- 28.22%
$42.66 - $46.53 $94K - $103K
5.61K $258M
CGUS
Capital Group Core Equity ETF
-2.13K
- 27.46%
$36.89 - $39.72 $78.4K - $84.4K
5.61K $222M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.3K
- 19.78%
$53.36 - $59.69 $69.3K - $77.5K
5.27K $306M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.49K
- 19.74%
$40.2 - $44.58 $59.9K - $66.4K
6.06K $266M
MSFT
Microsoft Corp

Technology
-23
- 2.28%
$491.09 - $535.64 $11.3K - $12.3K
986 $510M
PEP
Pepsico Inc

Consumer Defensive
-73
- 1.98%
$133.81 - $152.16 $9.77K - $11.1K
3.61K $507M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-109
- 0.84%
$24.46 - $26.5 $2.67K - $2.89K
12.8K $337M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 2.06%
$567.77 - $614.76 $9.65K - $10.5K
808 $495M
NVDA
Nvidia Corp

Technology
-262
- 9.38%
$153.3 - $186.58 $40.2K - $48.9K
2.53K $472M
VTI
Vanguard Total Stock Market Et

ETFs
-485
- 5.64%
$303.93 - $329.86 $147K - $160K
8.12K $2.66B
DFAI
Dimensional ETF Tr

ETFs
-10.5K
- 4.31%
$34.05 - $36.55 $359K - $385K
234K $8.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.4K
- 1.91%
$21.69 - $23.34 $30.4K - $32.7K
72.2K $1.68B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-678
- 2.28%
$30.13 - $33.37 $20.4K - $22.6K
29K $968M
VO
Vanguard Mid Cap ETF

ETFs
-581
- 3.3%
$279.83 - $293.74 $163K - $171K
17K $5B
DFAU
Dimensional ETF Tr

ETFs
-18.2K
- 6.44%
$42.42 - $45.96 $771K - $835K
264K $12.1B
VB
Vanguard Small Cap ETF

ETFs
-709
- 3.74%
$237.58 - $259.17 $168K - $184K
18.2K $4.64B
AAPL
Apple Inc.

Technology
-133
- 1.63%
$202.38 - $256.87 $26.9K - $34.2K
8.04K $2.05B
Dimensional ETF Trust
-5.37K
- 1.44%
N/A
368K $12.1B
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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