Client 1 St Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 347,171 shares of DFCF stock, worth $14.8 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
347,171
Previous 339,422
2.28%
Holding current value
$14.8 Million
Previous $14.3 Million
3.5%
% of portfolio
4.85%
Previous 5.3%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares 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