True Wealth Design, LLC Dimensional ETF Tr Core Fxd In Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio