Ae Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ae Wealth Management LLC holds 526,816 shares of DFCF stock, worth $22.6 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
526,816
Previous 620,998
15.17%
Holding current value
$22.6 Million
Previous $26.2 Million
14.16%
% of portfolio
0.17%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
433Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% 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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio