Heritage Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Heritage Wealth Advisors holds 26 shares of DFCF stock, worth $1,081. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,081

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$40.79 - $42.32 $1,060 - $1,100	26 New	26 $1,000

Others Institutions Holding DFCF

# of Institutions

428

Shares Held

113M

Call Options Held

Put Options Held

Truepoint, Inc.

11.3M
Shares

$470 Million
13.24% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3M
Shares

$125 Million
11.48% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$116 Million
1.39% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$115 Million
23.4% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.69M
Shares

$112 Million
1.41% of portfolio

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Heritage Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History