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 $49,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,190Holding current value
$49,242% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
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Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
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Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio