Schubert & CO Dimensional ETF Tr Core Fxd In Transaction History

Schubert & CO

$117 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	SELL	$40.79 - $42.32 $57,432 - $59,586	-1,408 Reduced 9.92%	12,790 $537,000
Q4 2024 Jan 31, 2025	BUY	$41.17 - $43.34 $584,531 - $615,341	14,198 New	14,198 $587,000

Others Institutions Holding DFCF

# of Institutions

432

Shares Held

120M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

11.5M
Shares

$493 Million
12.43% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.04M
Shares

$130 Million
10.8% of portfolio
True Link Financial Advisors, LLC

2.82M
Shares

$121 Million
8.26% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$120 Million
1.31% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.76M
Shares

$118 Million
13.94% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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