Jfs Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,901 shares of DFIP stock, worth $161,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,901

Holding current value

$161,423

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$40.27 - $42.11 $157,093 - $164,271	3,901 New	3,901 $164,000

Others Institutions Holding DFIP

# of Institutions

146

Shares Held

15.5M

Call Options Held

Put Options Held

Matson Money. Inc.

3.57M
Shares

$148 Million
5.48% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.03M
Shares

$42.4 Million
13.1% of portfolio
Planning Center, Inc.

850K
Shares

$35.2 Million
5.96% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

790K
Shares

$32.7 Million
4.57% of portfolio
Hemington Wealth Management

719K
Shares

$29.8 Million
4.7% of portfolio

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History