Mitchell Mcleod Pugh & Williams Inc Dimensional ETF Tr Core Fxd In Transaction History
Mitchell Mcleod Pugh & Williams Inc
- $531 Million
- Q2 2025
A detailed history of Mitchell Mcleod Pugh & Williams Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mitchell Mcleod Pugh & Williams Inc holds 70,148 shares of DFCF stock, worth $3.02 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
70,148
Previous 37,011
89.53%
Holding current value
$3.02 Million
Previous $1.56 Million
90.49%
% of portfolio
0.56%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio