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 $1,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,100

% 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

424

Shares Held

120M

Call Options Held

Put Options Held

Truepoint, Inc.

11.5M
Shares

$487 Million
12.43% of portfolio
Elser Financial Planning, Inc Indianapolis, IN

3.66M
Shares

$155 Million
9.18% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3M
Shares

$127 Million
11.48% of portfolio
True Link Financial Advisors, LLC

2.82M
Shares

$120 Million
8.26% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$118 Million
1.31% of portfolio

View Full List

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