Concord Wealth Partners Dimensional ETF Tr Inflation P Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Concord Wealth Partners holds 3,595 shares of DFIP stock, worth $152,571. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,595
Previous 1,190
202.1%
Holding current value
$152,571
Previous $50,000
200.0%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
150Shares Held
16.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.5 Million4.64% of portfolio