Wealthspire Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 64,938 shares of DFCF stock, worth $2.78 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
64,938
Previous 36,021
80.28%
Holding current value
$2.78 Million
Previous $1.52 Million
81.12%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio