Assured Partners Investment Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 162,512 shares of DFCF stock, worth $6.96 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
162,512
Previous 151,753
7.09%
Holding current value
$6.96 Million
Previous $6.41 Billion
8.36%
% of portfolio
1.55%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares 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