Advisor Net Financial, Inc Dimensional ETF Tr Inflation P Transaction History

Advisor Net Financial, Inc

$1 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$39.16 - $41.47 $1,683 - $1,783	-43 Reduced 13.52%	275 $11,000
Q3 2023 Oct 12, 2023	SELL	$39.65 - $41.67 $7,692 - $8,083	-194 Reduced 37.89%	318 $12,000
Q2 2023 Jul 14, 2023	SELL	$41.16 - $43.19 $5,350 - $5,614	-130 Reduced 20.25%	512 $21,000
Q1 2023 Apr 28, 2023	SELL	$40.93 - $42.83 $101,670 - $106,389	-2,484 Reduced 79.46%	642 $27,000
Q4 2022 Jan 13, 2023	SELL	$40.64 - $42.62 $398,312 - $417,718	-9,801 Reduced 75.82%	3,126 $0

Q3 2022 Oct 04, 2022	BUY	$41.68 - $46.11 $48,265 - $53,395	1,158 Added 9.84%	12,927 $525,000
Q2 2022 Jul 07, 2022	BUY	$43.79 - $47.31 $304,997 - $329,514	6,965 Added 144.98%	11,769 $518,000
Q1 2022 Apr 14, 2022	BUY	$47.32 - $49.87 $227,325 - $239,575	4,804 New	4,804 $229,000

Others Institutions Holding DFIP

# of Institutions

98

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Heirloom Wealth Management Greenwood Village, CO

844K
Shares

$34.5 Million
12.51% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.6 Million
4.79% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

397K
Shares

$16.3 Million
9.18% of portfolio
Larson Financial Group LLC

357K
Shares

$14.6 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$10.9 Million
3.43% of portfolio

About DIMENSIONAL ETF TR INFLATION P

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