Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspan Partners, LLC holds 161,396 shares of DFCF stock, worth $6.85 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
161,396
Previous 161,287
0.07%
Holding current value
$6.85 Million
Previous $6.78 Million
0.55%
% of portfolio
3.07%
Previous 3.31%
Shares
10 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