Clearstead Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Clearstead Advisors, LLC holds 564 shares of DFCF stock, worth $23,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares

564

Holding current value

$23,659

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$41.17 - $43.34 $23,219 - $24,443	564 New	564 $23,000

Others Institutions Holding DFCF

# of Institutions

416

Shares Held

121M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$485 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$466 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$117 Million
1.39% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$116 Million
23.4% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Clearstead Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History