Copperleaf Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Copperleaf Capital, LLC holds 29,608 shares of DFCF stock, worth $1.27 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
29,608
Previous 32,304
8.35%
Holding current value
$1.27 Million
Previous $1.37 Million
7.25%
% of portfolio
0.92%
Previous 0.98%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% 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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio