Exencial Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 14,789 shares of DFCF stock, worth $620,398. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,789
Previous 7,957 85.86%
Holding current value
$620,398
Previous $329,000 89.06%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$40.79 - $42.32 $278,677 - $289,130
6,832 Added 85.86%
14,789 $622,000
Q4 2024

Feb 06, 2025
BUY
$41.17 - $43.34 $327,589 - $344,856
7,957 New
7,957 $329,000

Others Institutions Holding DFCF

# of Institutions
428
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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