Drive Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Drive Wealth Management, LLC holds 6,387 shares of DFCF stock, worth $273,682. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,387
Previous 8,482
24.7%
Holding current value
$273,682
Previous $356,000
24.44%
% of portfolio
0.06%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio