Beacon Financial Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,401 shares of DFCF stock, worth $444,330. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,401
Previous 10,527
1.2%
Holding current value
$444,330
Previous $444,000
-0.0%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall 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