David Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, David Wealth Management LLC holds 161,032 shares of DFCF stock, worth $6.94 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
161,032
Previous 155,017
3.88%
Holding current value
$6.94 Million
Previous $6.52 Billion
4.37%
% of portfolio
5.07%
Previous 5.45%
Shares
3 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