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 $6.48 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
155,988
Previous 145,415
7.27%
Holding current value
$6.48 Million
Previous $5.94 Million
11.08%
% of portfolio
2.0%
Previous 1.94%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$85.2 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$41.2 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.7 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.7 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.9 Million8.29% of portfolio