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 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
312,982
Previous 279,994
11.78%
Holding current value
$13 Million
Previous $11.4 Billion
14.9%
% of portfolio
0.98%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio