Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Crown Wealth Group, LLC
- $294 Million
- Q3 2025
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Crown Wealth Group, LLC holds 7,976 shares of DFCF stock, worth $340,734. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,976
Previous 7,983
0.09%
Holding current value
$340,734
Previous $337,000
1.19%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio