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 $530,319. This represents 0.45% of its overall portfolio holdings.
Number of Shares
12,745
Previous 5,071
151.33%
Holding current value
$530,319
Previous $209,000
156.46%
% of portfolio
0.45%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio