Rise Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Rise Advisors, LLC holds 6,324 shares of DFCF stock, worth $271,173. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,324
Previous 640,180
99.01%
Holding current value
$271,173
Previous $27.1 Million
99.0%
% of portfolio
0.11%
Previous 11.18%
Shares
16 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio