Steward Partners Investment Advisory, LLC Dimensional ETF Tr Core Fxd In Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,973 shares of DFCF stock, worth $255,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,973
Previous 6,323
5.54%
Holding current value
$255,166
Previous $267,000
4.49%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
440Shares 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