Next Level Wealth Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 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 13,985 shares of DFCF stock, worth $597,439. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,985
Previous 13,445
4.02%
Holding current value
$597,439
Previous $568 Million
5.25%
% of portfolio
0.34%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
440Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio