Compass Ion Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 7,605 shares of DFCF stock, worth $324,885. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,605
Previous 6,544
16.21%
Holding current value
$324,885
Previous $276,000
17.75%
% of portfolio
0.03%
Previous 0.03%
Shares
3 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