Next Level Wealth Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Next Level Wealth Planning, LLC
- $188 Billion
- Q4 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 22,396 shares of DFCF stock, worth $956,757. This represents 0.51% of its overall portfolio holdings.
Number of Shares
22,396
Previous 13,985
60.14%
Holding current value
$956,757
Previous $598 Million
59.4%
% of portfolio
0.51%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
456Shares Held
145MCall 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 Million1.89% of portfolio
-
True Link Financial Advisors, LLC3.7MShares$158 Million9.72% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio