Castle Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$40.64 - $44.91 $162 - $179	-4 Reduced 80.0%	1 $0
Q2 2022 Aug 01, 2022	BUY	$42.49 - $46.23 $212 - $231	5 New	5 $0

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

90.2M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$433 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.9M
Shares

$120 Million
11.58% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$110 Million
23.84% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.48M
Shares

$102 Million
13.14% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$100 Million
1.24% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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