Client 1 St Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 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 339,422 shares of DFCF stock, worth $14.6 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
339,422
Previous 341,626
0.65%
Holding current value
$14.6 Million
Previous $14.4 Million
0.17%
% of portfolio
5.3%
Previous 5.68%
Shares
9 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