Vested Financial Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Vested Financial Planning, LLC
- $112 Billion
- Q2 2025
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Vested Financial Planning, LLC holds 149,831 shares of DFCF stock, worth $6.46 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
149,831
Previous 161,684
7.33%
Holding current value
$6.46 Million
Previous $6.8 Billion
6.89%
% of portfolio
5.63%
Previous 6.8%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
425Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio