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 $2.98 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
70,148
Previous 37,011
89.53%
Holding current value
$2.98 Million
Previous $1.56 Million
90.49%
% of portfolio
0.56%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio