Drive Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Drive Wealth Management, LLC
- $380 Million
- Q3 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Drive Wealth Management, LLC holds 10,444 shares of DFIP stock, worth $422,250. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,444
Previous 10,444
-0.0%
Holding current value
$422,250
Previous $441,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio