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

Drive Wealth Management, LLC

$388 Million
Q4 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 9,225 shares of DFIP stock, worth $380,623. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,225

Previous 10,444 11.67%

Holding current value

$380,623

Previous $441,000 15.42%

% of portfolio

0.1%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$40.31 - $42.43 $49,137 - $51,722	-1,219 Reduced 11.67%	9,225 $373,000
Q3 2024 Nov 07, 2024	SELL	$40.69 - $42.46 $10,050 - $10,487	-247 Reduced 2.31%	10,444 $441,000
Q2 2024 Jul 31, 2024	SELL	$40.31 - $41.37 $48,372 - $49,644	-1,200 Reduced 10.09%	10,691 $436,000
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	$40.55 - $42.62 $497,589 - $522,990	12,271 Added 41.73%	41,675 $0
Q3 2022 Nov 14, 2022	BUY	$40.65 - $46.11 $845,520 - $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

130

Shares Held

13.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Account

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