Gem Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q1 2025
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Gem Asset Management, LLC holds 13,743 shares of DFCF stock, worth $577,206. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,743
Previous 13,548
1.44%
Holding current value
$577,206
Previous $559 Million
3.65%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
416Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio