Trademark Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Trademark Financial Management, LLC

$126 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$39.52 - $42.54 $1.31 Million - $1.41 Million	33,228 New	33,228 $1.41 Billion

Others Institutions Holding DFCF

# of Institutions

324

Shares Held

91.7M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.3M
Shares

$433 Million
12.38% of portfolio
Hbk Sorce Advisory LLC Erie, PA

7.66M
Shares

$323 Million
11.84% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$117 Million
11.43% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$102 Million
1.24% of portfolio
Wp Wealth LLP Fort Worth, TX

2.41M
Shares

$102 Million
24.22% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
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