Williams & Novak, LLC Dimensional ETF Tr Core Fxd In Transaction History
Williams & Novak, LLC
- $130 Billion
- Q3 2025
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Williams & Novak, LLC holds 55,640 shares of DFCF stock, worth $2.38 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
55,640
Previous 50,653
9.85%
Holding current value
$2.38 Million
Previous $2.14 Billion
11.15%
% of portfolio
1.83%
Previous 1.82%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% 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
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio