Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Kfg Wealth Management, LLC
- $229 Million
- Q2 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 6,835 shares of DFIP stock, worth $290,009. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,835
Previous 5,502
24.23%
Holding current value
$290,009
Previous $226,000
23.45%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$87.1 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.4 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.4 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.3 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$17 Million8.75% of portfolio