Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $459 Million
- Q3 2025
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 117,048 shares of DFCF stock, worth $5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
117,048
Previous 97,740
19.75%
Holding current value
$5 Million
Previous $4.13 Million
21.16%
% of portfolio
1.09%
Previous 0.96%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares 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