Goal Vest Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$40.3 - $42.05 $24,421 - $25,482	606 New	606 $24,000
Q1 2023 Apr 03, 2023	BUY	$41.26 - $43.27 $1,361 - $1,427	33 New	33 $1,000

Others Institutions Holding DFCF

# of Institutions

313

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.3M
Shares

$446 Million
12.38% of portfolio
Hbk Sorce Advisory LLC Erie, PA

7.66M
Shares

$333 Million
11.84% of portfolio
Elser Financial Planning, Inc Indianapolis, IN

3.1M
Shares

$135 Million
21.55% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$121 Million
11.43% of portfolio
Wp Wealth LLP Fort Worth, TX

2.41M
Shares

$105 Million
24.22% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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