Exencial Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 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 16,442 shares of DFCF stock, worth $704,210. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,442
Previous 15,109
8.82%
Holding current value
$704,210
Previous $638,000
10.19%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% 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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio