Potentia Wealth Dimensional ETF Tr Core Fxd In Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Potentia Wealth holds 10,843 shares of DFCF stock, worth $452,586. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,843

Holding current value

$452,586

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$41.17 - $43.34 $446,406 - $469,935	10,843 New	10,843 $447 Million

Others Institutions Holding DFCF

# of Institutions

390

Shares Held

3.55B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$144 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$482 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$464 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$116 Million
23.4% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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