David Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
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 144,719 shares of DFIP stock, worth $5.96 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
144,719Holding current value
$5.96 Million% of portfolio
4.84%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.3 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$32.9 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio