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

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 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 13,445 shares of DFCF stock, worth $570,874. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,445
Previous 7,985 68.38%
Holding current value
$570,874
Previous $336 Million 69.18%
% of portfolio
0.36%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$41.1 - $42.37 $224,406 - $231,340
5,460 Added 68.38%
13,445 $568 Million
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
426
Shares Held
122M
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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