Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Bcu Wealth Advisors, LLC
- $223 Billion
- Q2 2025
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 96,949 shares of DFIP stock, worth $4.08 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
96,949
Previous 83,097
16.67%
Holding current value
$4.08 Million
Previous $3.5 Billion
15.84%
% of portfolio
1.82%
Previous 1.82%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio