Balanced Rock Investment Advisor Dimensional ETF Tr Inflation P Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 51,707 shares of DFIP stock, worth $2.19 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
51,707Holding current value
$2.19 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
151Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
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Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
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Hemington Wealth Management913KShares$38.7 Million5.01% of portfolio
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Planning Center, Inc.898KShares$38.1 Million5.58% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio