Diversify Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 348,620 shares of DFCF stock, worth $14.9 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
348,620
Previous 312,982
11.39%
Holding current value
$14.9 Million
Previous $13.1 Billion
12.39%
% of portfolio
0.91%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio