Rise Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Rise Advisors, LLC
- $242 Million
- Q2 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 640,180 shares of DFCF stock, worth $27.2 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
640,180
Previous 619,158
3.4%
Holding current value
$27.2 Million
Previous $26 Million
3.89%
% of portfolio
11.18%
Previous 11.83%
Shares
15 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