Archvest Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Archvest Wealth Advisors, Inc.
- $120 Million
- Q1 2025
A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 12,745 shares of DFCF stock, worth $546,505. This represents 0.45% of its overall portfolio holdings.
Number of Shares
12,745
Previous 5,071
151.33%
Holding current value
$546,505
Previous $209,000
156.46%
% of portfolio
0.45%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 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