Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History
Sowell Financial Services LLC
- $2.56 Billion
- Q4 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sowell Financial Services LLC holds 147,164 shares of DFCF stock, worth $6.29 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
147,164
Previous 138,012
6.63%
Holding current value
$6.29 Million
Previous $5.9 Million
6.52%
% of portfolio
0.25%
Previous 0.24%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
454Shares Held
144MCall 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, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio