Balanced Rock Investment Advisor Dimensional ETF Tr Inflation P Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 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 56,274 shares of DFIP stock, worth $2.37 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
56,274
Previous 51,707
8.83%
Holding current value
$2.37 Million
Previous $2.16 Billion
9.93%
% of portfolio
1.74%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
155Shares Held
17.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio