Drive Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History

Drive Wealth Management, LLC

$353 Million
Q1 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 11,891 shares of DFIP stock, worth $486,341. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,891

Previous 14,169 16.08%

Holding current value

$486,341

Previous $584,000 16.1%

% of portfolio

0.14%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$40.58 - $41.54 $92,441 - $94,628	-2,278 Reduced 16.08%	11,891 $490,000
Q4 2023 Jan 22, 2024	SELL	$39.16 - $41.47 $137,608 - $145,725	-3,514 Reduced 19.87%	14,169 $584,000
Q3 2023 Oct 10, 2023	SELL	$39.65 - $41.67 $288,334 - $303,024	-7,272 Reduced 29.14%	17,683 $703,000
Q2 2023 Jul 14, 2023	SELL	$41.16 - $43.19 $691,940 - $726,067	-16,811 Reduced 40.25%	24,955 $1.03 Million
Q1 2023 Apr 13, 2023	BUY	$40.93 - $42.83 $3,724 - $3,897	91 Added 0.22%	41,766 $1.79 Million

Q4 2022 Jan 27, 2023	BUY	$40.64 - $42.62 $498,693 - $522,990	12,271 Added 41.73%	41,675 $0
Q3 2022 Nov 14, 2022	BUY	$41.68 - $46.11 $866,944 - $959,088	20,800 Added 241.75%	29,404 $1.2 Million
Q2 2022 Nov 14, 2022	BUY	$43.79 - $47.31 $376,769 - $407,055	8,604 New	8,604 $378,000

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Drive Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History