Creative One Wealth, LLC Dimensional ETF Tr Inflation P Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Creative One Wealth, LLC holds 23,043 shares of DFIP stock, worth $974,258. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,043
Previous 22,020
4.65%
Holding current value
$974,258
Previous $927,000
3.88%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.6 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.7 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.4 Million4.64% of portfolio