Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 26,316 shares of DFCF stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,316

Previous 84,656 68.91%

Holding current value

$1.09 Million

Previous $3.5 Million 68.41%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$40.79 - $42.32 $2.38 Million - $2.47 Million	-58,340 Reduced 68.91%	26,316 $1.11 Million
Q4 2024 Feb 06, 2025	SELL	$41.17 - $43.34 $175,054 - $184,281	-4,252 Reduced 4.78%	84,656 $3.5 Million
Q3 2024 Nov 14, 2024	BUY	$41.34 - $43.55 $328,694 - $346,266	7,951 Added 9.82%	88,908 $3.84 Million
Q2 2024 Aug 08, 2024	BUY	$40.79 - $41.97 $760,733 - $782,740	18,650 Added 29.93%	80,957 $3.36 Million
Q1 2024 May 15, 2024	BUY	$41.54 - $42.6 $96,663 - $99,130	2,327 Added 3.88%	62,307 $2.61 Million
Q4 2023 Feb 12, 2024	BUY	$39.52 - $42.54 $533,954 - $574,757	13,511 Added 29.08%	59,980 $2.54 Million
Q3 2023 Nov 13, 2023	BUY	$40.3 - $42.05 $1.87 Million - $1.95 Million	46,469 New	46,469 $1.88 Million

Others Institutions Holding DFCF

# of Institutions

426

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History