Collective Family Office LLC Dimensional ETF Tr Core Fxd In Transaction History
Collective Family Office LLC
- $365 Million
- Q1 2025
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Collective Family Office LLC holds 244,369 shares of DFCF stock, worth $10 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
244,369
Previous 217,743
12.23%
Holding current value
$10 Million
Previous $9.01 Million
13.97%
% of portfolio
2.81%
Previous 2.5%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$465 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$123 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$115 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$114 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$110 Million1.41% of portfolio