Better Wealth, LLC Dimensional ETF Tr Inflation P Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Better Wealth, LLC holds 155,988 shares of DFIP stock, worth $6.31 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
155,988
Previous 145,415
7.27%
Holding current value
$6.31 Million
Previous $5.94 Million
11.08%
% of portfolio
2.0%
Previous 1.94%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio