Wealth Dimensions Group, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 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 187,377 shares of DFCF stock, worth $7.95 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
187,377
Previous 166,379
12.62%
Holding current value
$7.95 Million
Previous $6.88 Million
14.53%
% of portfolio
1.88%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio