David Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 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 155,017 shares of DFCF stock, worth $6.5 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
155,017
Previous 155,760
0.48%
Holding current value
$6.5 Million
Previous $6.43 Billion
1.43%
% of portfolio
5.45%
Previous 5.31%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio