Next Level Wealth Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 7,985 shares of DFCF stock, worth $332,255. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,985
Previous 7,216 10.66%
Holding current value
$332,255
Previous $298 Million 12.76%
% of portfolio
0.25%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$40.79 - $42.32 $31,367 - $32,544
769 Added 10.66%
7,985 $336 Million
Q4 2024

Jan 30, 2025
BUY
$41.17 - $43.34 $297,082 - $312,741
7,216 New
7,216 $298 Million

Others Institutions Holding DFCF

# of Institutions
428
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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