Concord Wealth Partners Dimensional ETF Tr Inflation P Transaction History

Concord Wealth Partners

$599 Million
Q1 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 1,190 shares of DFIP stock, worth $49,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,190

Holding current value

$49,968

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$40.27 - $42.11 $47,921 - $50,110	1,190 New	1,190 $50,000

Others Institutions Holding DFIP

# of Institutions

137

Shares Held

14.7M

Call Options Held

Put Options Held

Matson Money. Inc.

3.57M
Shares

$150 Million
5.48% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.03M
Shares

$43.1 Million
13.1% of portfolio
Planning Center, Inc.

850K
Shares

$35.7 Million
5.96% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

798K
Shares

$33.5 Million
4.33% of portfolio
Geometric Wealth Advisors

451K
Shares

$18.9 Million
3.46% of portfolio

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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Concord Wealth Partners Dimensional ETF Tr Inflation P Transaction History