Castle Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

Castle Wealth Management LLC

$169 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$41.68 - $46.11 $11,837 - $13,095	-284 Reduced 99.65%	1 $0
Q2 2022 Aug 01, 2022	BUY	$43.79 - $47.31 $12,480 - $13,483	285 New	285 $13,000

Others Institutions Holding DFIP

# of Institutions

98

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Heirloom Wealth Management Greenwood Village, CO

844K
Shares

$34.5 Million
12.51% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.6 Million
4.79% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

397K
Shares

$16.3 Million
9.18% of portfolio
Larson Financial Group LLC

357K
Shares

$14.6 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$10.9 Million
3.43% of portfolio

About DIMENSIONAL ETF TR INFLATION P

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