Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Core Fxd In Transaction History

Valley Forge Investment Consultants Inc Adv

$341 Million
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$40.3 - $42.05 $1.15 Million - $1.2 Million	28,529 New	28,529 $1.15 Million

Others Institutions Holding DFCF

# of Institutions

433

Shares Held

120M

Call Options Held

Put Options Held

Truepoint, Inc.

11.5M
Shares

$496 Million
12.43% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.04M
Shares

$131 Million
10.8% of portfolio
True Link Financial Advisors, LLC

2.82M
Shares

$122 Million
8.26% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$120 Million
1.31% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.76M
Shares

$119 Million
13.94% of portfolio

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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