Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
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 194,955 shares of DFIP stock, worth $8.22 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
194,955
Previous 190,357
2.42%
Holding current value
$8.22 Million
Previous $7.99 Million
1.98%
% of portfolio
1.88%
Previous 2.05%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio