Iht Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$40.3 - $42.05 $270,090 - $281,819	6,702 New	6,702 $270,000

Others Institutions Holding DFCF

# of Institutions

442

Shares Held

138M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

12M
Shares

$514 Million
12.3% of portfolio
Prudential Financial Inc Newark, NJ

10.4M
Shares

$445 Million
0.56% of portfolio
Factory Mutual Insurance CO Waltham, MA

4.54M
Shares

$194 Million
1.92% of portfolio
True Link Financial Advisors, LLC

3.41M
Shares

$146 Million
9.43% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.15M
Shares

$135 Million
10.54% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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