Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 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 138,012 shares of DFCF stock, worth $5.9 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
138,012
Previous 124,869
10.53%
Holding current value
$5.9 Million
Previous $5.28 Million
11.85%
% of portfolio
0.24%
Previous 0.23%
Shares
13 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