Congress Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,336 shares of DFCF stock, worth $227,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,336
Previous 5,239 1.85%
Holding current value
$227,953
Previous $220,000 2.27%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$41.1 - $42.37 $3,986 - $4,109
97 Added 1.85%
5,336 $225,000
Q1 2025

May 14, 2025
BUY
$40.79 - $42.32 $11,258 - $11,680
276 Added 5.56%
5,239 $220,000
Q4 2024

Feb 11, 2025
BUY
$41.17 - $43.34 $204,326 - $215,096
4,963 New
4,963 $205,000

Others Institutions Holding DFCF

# of Institutions
441
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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