Creative One Wealth, LLC Dimensional ETF Tr Inflation P Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 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 22,020 shares of DFIP stock, worth $911,187. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,020
Previous 17,674
24.59%
Holding current value
$911,187
Previous $715,000
29.65%
% of portfolio
0.03%
Previous 0.02%
Shares
3 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
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio