Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Bcu Wealth Advisors, LLC
- $175 Billion
- Q4 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 89,401 shares of DFIP stock, worth $3.68 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
89,401
Previous 45,398
96.93%
Holding current value
$3.68 Million
Previous $1.92 Billion
88.59%
% of portfolio
2.07%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
124Shares Held
13.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.3 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.1 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31.1 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio