Mattern Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mattern Wealth Management LLC holds 350,301 shares of DFCF stock, worth $14.6 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
350,301
Previous 345,173
1.49%
Holding current value
$14.6 Million
Previous $14.3 Million
3.2%
% of portfolio
3.52%
Previous 3.38%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio