Dynamic Advisor Solutions LLC Dimensional ETF Tr Inflation P Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 13,048 shares of DFIP stock, worth $547,885. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,048
Previous 10,970
18.94%
Holding current value
$547,885
Previous $463,000
14.04%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$148 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$44.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.7 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio