A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Creative One Wealth, LLC holds 90,857 shares of DFCF stock, worth $3.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
90,857
Previous 6,251 1353.48%
Holding current value
$3.75 Million
Previous $260,000 1409.23%
% of portfolio
0.14%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$41.34 - $43.55 $3.5 Million - $3.68 Million
84,606 Added 1353.48%
90,857 $3.92 Million
Q2 2024

Aug 14, 2024

SELL
$40.79 - $41.97 $141,500 - $145,593
-3,469 Reduced 35.69%
6,251 $260,000
Q1 2024

May 14, 2024

BUY
$41.54 - $42.6 $403,768 - $414,072
9,720 New
9,720 $408,000
Q2 2023

Aug 16, 2023

BUY
$41.55 - $42.94 $91,410 - $94,468
2,200 Added 34.44%
8,587 $358,000
Q2 2023

Aug 14, 2023

BUY
$41.55 - $42.94 $265,379 - $274,257
6,387 New
6,387 $267,000

Others Institutions Holding DFCF

About DIMENSIONAL ETF TR CORE FXD IN


  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.