Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sowell Financial Services LLC holds 138,012 shares of DFCF stock, worth $5.91 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
138,012
Previous 124,869
10.53%
Holding current value
$5.91 Million
Previous $5.28 Million
11.85%
% of portfolio
0.24%
Previous 0.23%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% 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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio