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 $1.88 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
45,398
Previous 40,930 10.92%
Holding current value
$1.88 Million
Previous $1.67 Billion 14.84%
% of portfolio
1.14%
Previous 1.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$40.69 - $42.46 $181,802 - $189,711
4,468 Added 10.92%
45,398 $1.92 Billion
Q2 2024

Aug 01, 2024

BUY
$40.31 - $41.37 $233,596 - $239,739
5,795 Added 16.49%
40,930 $1.67 Billion
Q1 2024

May 03, 2024

BUY
$40.58 - $41.54 $149,253 - $152,784
3,678 Added 11.69%
35,135 $1.45 Billion
Q4 2023

Feb 09, 2024

BUY
$39.16 - $41.47 $1.23 Million - $1.3 Million
31,457 New
31,457 $1.3 Billion

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Bcu Wealth Advisors, LLC Portfolio

Follow Bcu Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcu Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcu Wealth Advisors, LLC with notifications on news.