Wealth Dimensions Group, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Wealth Dimensions Group, Ltd.
- $452 Million
- Q2 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 188,921 shares of DFCF stock, worth $8.14 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
188,921
Previous 187,377
0.82%
Holding current value
$8.14 Million
Previous $7.88 Million
1.29%
% of portfolio
1.77%
Previous 1.88%
Shares
6 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
-
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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio