Financial Connections Group, Inc. Dimensional ETF Tr Inflation P Transaction History

Financial Connections Group, Inc.

$89.1 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$39.16 - $41.47 $268,128 - $283,945	-6,847 Reduced 99.85%	10 $0
Q3 2023 Nov 03, 2023	SELL	$39.65 - $41.67 $79 - $83	-2 Reduced 0.03%	6,857 $272,000
Q2 2023 Jul 14, 2023	SELL	$41.16 - $43.19 $9,631 - $10,106	-234 Reduced 3.3%	6,859 $283,000
Q1 2023 May 05, 2023	BUY	$40.93 - $42.83 $1,678 - $1,756	41 Added 0.58%	7,093 $303,000
Q4 2022 Feb 13, 2023	BUY	$40.64 - $42.62 $10,200 - $10,697	251 Added 3.69%	7,052 $290,000

Q3 2022 Oct 31, 2022	BUY	$41.68 - $46.11 $9,336 - $10,328	224 Added 3.41%	6,801 $276,000
Q2 2022 Jul 22, 2022	BUY	$43.79 - $47.31 $48,782 - $52,703	1,114 Added 20.39%	6,577 $289,000
Q1 2022 Apr 29, 2022	BUY	$47.32 - $49.87 $84,986 - $89,566	1,796 Added 48.98%	5,463 $260,000
Q4 2021 Feb 14, 2022	BUY	$49.11 - $50.08 $180,086 - $183,643	3,667 New	3,667 $182,000

Others Institutions Holding DFIP

# of Institutions

98

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Heirloom Wealth Management Greenwood Village, CO

844K
Shares

$34.5 Million
12.51% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.6 Million
4.79% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

397K
Shares

$16.3 Million
9.18% of portfolio
Larson Financial Group LLC

357K
Shares

$14.6 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$10.9 Million
3.43% of portfolio

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