Cwm, LLC Dimensional ETF Tr Inflation P Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Cwm, LLC holds 785 shares of DFIP stock, worth $32,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares

785

Previous 785 -0.0%

Holding current value

$32,389

Previous $33,000 3.03%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$40.69 - $42.46 $31,941 - $33,331	785 New	785 $33,000

Others Institutions Holding DFIP

# of Institutions

130

Shares Held

13.9M

Call Options Held

Put Options Held

Matson Money. Inc.

3.52M
Shares

$145 Million
5.1% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.05M
Shares

$43.4 Million
13.39% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

798K
Shares

$32.9 Million
4.33% of portfolio
Planning Center, Inc.

754K
Shares

$31.1 Million
5.34% of portfolio
Geometric Wealth Advisors

451K
Shares

$18.6 Million
3.46% of portfolio

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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