Beacon Harbor Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 182,340 shares of DFCF stock, worth $7.79 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
182,340
Previous 171,775
6.15%
Holding current value
$7.79 Million
Previous $7.26 Million
7.4%
% of portfolio
1.91%
Previous 1.88%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
443Shares Held
137MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio