Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ledgewood Wealth Advisors, LLC
- $155 Billion
- Q1 2025
A detailed history of Ledgewood Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ledgewood Wealth Advisors, LLC holds 277,233 shares of DFCF stock, worth $11.6 Million. This represents 7.52% of its overall portfolio holdings.
Number of Shares
277,233
Previous 282,357
1.81%
Holding current value
$11.6 Million
Previous $11.7 Billion
0.06%
% of portfolio
7.52%
Previous 7.52%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio