Drive Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
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 6,351 shares of DFIP stock, worth $268,583. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,351
Previous 8,453
24.87%
Holding current value
$268,583
Previous $355,000
25.35%
% of portfolio
0.06%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.6 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.8 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.4 Million4.64% of portfolio