Cfs Investment Advisory Services, LLC Dimensional ETF Tr Core Fxd In Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 458,811 shares of DFCF stock, worth $19.7 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
458,811
Previous 450,022
1.95%
Holding current value
$19.7 Million
Previous $18.9 Million
2.44%
% of portfolio
1.59%
Previous 1.68%
Shares
16 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% 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