Spring Vest Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 105,686 shares of DFCF stock, worth $4.54 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
105,686
Previous 103,202
2.41%
Holding current value
$4.54 Million
Previous $4.34 Billion
2.89%
% of portfolio
3.62%
Previous 3.6%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall 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