Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Bcu Wealth Advisors, LLC
- $192 Billion
- Q1 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 83,097 shares of DFIP stock, worth $3.44 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
83,097
Previous 89,401
7.05%
Holding current value
$3.44 Million
Previous $3.62 Billion
3.33%
% of portfolio
1.82%
Previous 2.07%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio