Liberty Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Liberty Wealth Management LLC holds 315,888 shares of DFCF stock, worth $13.3 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

315,888

Previous 1,085,593 70.9%

Holding current value

$13.3 Million

Previous $45.7 Million 70.9%

% of portfolio

2.64%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$40.79 - $42.32 $31.4 Million - $32.6 Million	-769,705 Reduced 70.9%	315,888 $13.3 Million
Q1 2025 May 08, 2025	BUY	$40.79 - $42.32 $31.1 Million - $32.3 Million	762,948 Added 236.47%	1,085,593 $45.7 Million
Q4 2024 Feb 07, 2025	BUY	$41.17 - $43.34 $749,993 - $789,524	18,217 Added 5.98%	322,645 $13.3 Million
Q3 2024 Nov 01, 2024	SELL	$41.34 - $43.55 $24.4 Million - $25.7 Million	-589,546 Reduced 65.95%	304,428 $13.1 Million
Q2 2024 Aug 06, 2024	BUY	$40.79 - $41.97 $24.5 Million - $25.2 Million	600,651 Added 204.77%	893,974 $12.4 Million
Q1 2024 May 02, 2024	BUY	$41.54 - $42.6 $54,708 - $56,104	1,317 Added 0.45%	293,323 $12.3 Million
Q4 2023 Feb 08, 2024	BUY	$39.52 - $42.54 $11.5 Million - $12.4 Million	292,006 New	292,006 $12.4 Million

Others Institutions Holding DFCF

# of Institutions

428

Shares Held

116M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History