Allworth Financial LP Dimensional ETF Tr Inflation P Transaction History

Allworth Financial LP

$14 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$40.93 - $42.83 $5,812 - $6,081	142 New	142 $6,000
Q1 2022 Apr 22, 2022	BUY	$47.32 - $49.87 $195,289 - $205,813	4,127 New	4,127 $197,000

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

$34.7 Million
12.51% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.8 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

$14.7 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$11 Million
3.43% of portfolio

About DIMENSIONAL ETF TR INFLATION P

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