Copperleaf Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Copperleaf Capital, LLC holds 29,608 shares of DFCF stock, worth $1.26 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
29,608
Previous 32,304
8.35%
Holding current value
$1.26 Million
Previous $1.37 Million
7.25%
% of portfolio
0.92%
Previous 0.98%
Shares
10 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