Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspan Partners, LLC
- $238 Million
- Q3 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 162,221 shares of DFCF stock, worth $6.93 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
162,221
Previous 161,396
0.51%
Holding current value
$6.93 Million
Previous $6.82 Million
1.7%
% of portfolio
2.92%
Previous 3.07%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
137MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio