Ae Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Ae Wealth Management LLC holds 95 shares of DFIP stock, worth $3,931. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 95
-0.0%
Holding current value
$3,931
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio