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

Valley Forge Investment Consultants Inc Adv

$264 Million
Q2 2024

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

313

Shares Held

88.1M

Call Options Held

Put Options Held

Truepoint, Inc.

10.3M
Shares

$446 Million
12.38% of portfolio
Hbk Sorce Advisory LLC Erie, PA

7.66M
Shares

$333 Million
11.84% of portfolio
Elser Financial Planning, Inc Indianapolis, IN

3.1M
Shares

$135 Million
21.55% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$121 Million
11.43% of portfolio
Wp Wealth LLP Fort Worth, TX

2.41M
Shares

$105 Million
24.22% of portfolio

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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