David Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 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 152,228 shares of DFIP stock, worth $6.4 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares
152,228
Previous 143,012 6.44%
Holding current value
$6.4 Million
Previous $6.02 Billion 5.68%
% of portfolio
4.74%
Previous 5.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$41.11 - $42.42 $378,869 - $390,942
9,216 Added 6.44%
152,228 $6.36 Billion
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
148
Shares Held
16M
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
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email