Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
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 45,398 shares of DFIP stock, worth $1.86 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
45,398
Previous 40,930
10.92%
Holding current value
$1.86 Million
Previous $1.67 Billion
14.84%
% of portfolio
1.14%
Previous 1.23%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio