Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Us Advisors Wealth Management, LLC
- $269 Million
- Q2 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 33,562 shares of DFCF stock, worth $1.44 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
33,562
Previous 30,949
8.44%
Holding current value
$1.44 Million
Previous $1.3 Million
8.99%
% of portfolio
0.53%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
120MCall 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