Drive Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Drive Wealth Management, LLC holds 10,691 shares of DFIP stock, worth $451,160. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,691
Previous 11,891
10.09%
Holding current value
$451,160
Previous $490,000
11.02%
% of portfolio
0.12%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.1 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.2 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.2 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.9 Million8.75% of portfolio