Compass Ion Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 6,544 shares of DFCF stock, worth $282,111. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,544
Previous 6,467
1.19%
Holding current value
$282,111
Previous $272,000
1.47%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
425Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio