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

Castle Wealth Management LLC

$214 Million
Q3 2025

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

432

Shares Held

120M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

11.5M
Shares

$493 Million
12.43% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.04M
Shares

$130 Million
10.8% of portfolio
True Link Financial Advisors, LLC

2.82M
Shares

$121 Million
8.26% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$120 Million
1.31% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.76M
Shares

$118 Million
13.94% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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