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 $2.18 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
51,707Holding current value
$2.18 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio