Fundamentun, LLC Dimensional ETF Tr Inflation P Transaction History

Fundamentun, LLC

$958 Million
Q1 2024

A detailed history of Fundamentun, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Fundamentun, LLC holds 86,427 shares of DFIP stock, worth $3.52 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

86,427

Holding current value

$3.52 Million

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$40.58 - $41.54 $3.51 Million - $3.59 Million	86,427 New	86,427 $3.57 Million

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

Heirloom Wealth Management Greenwood Village, CO

844K
Shares

$34.4 Million
12.51% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.5 Million
4.79% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

397K
Shares

$16.2 Million
9.18% of portfolio
Larson Financial Group LLC

357K
Shares

$14.5 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$10.9 Million
3.43% of portfolio

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 Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.

Account