Castle Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
Castle Wealth Management LLC
- $178 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
137Shares Held
14.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio