Diversify Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 312,982 shares of DFCF stock, worth $13.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
312,982
Previous 279,994
11.78%
Holding current value
$13.2 Million
Previous $11.4 Billion
14.9%
% of portfolio
0.98%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio