David Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, David Wealth Management LLC holds 143,012 shares of DFIP stock, worth $6.01 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
143,012
Previous 144,719 1.18%
Holding current value
$6.01 Million
Previous $5.86 Billion 2.77%
% of portfolio
5.04%
Previous 4.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$40.27 - $42.11 $68,740 - $71,881
-1,707 Reduced 1.18%
143,012 $6.02 Billion
Q4 2024

Jan 29, 2025
BUY
$40.31 - $42.43 $5.83 Million - $6.14 Million
144,719 New
144,719 $5.86 Billion

Others Institutions Holding DFIP

# of Institutions
135
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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