Jfs Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 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 3,881 shares of DFIP stock, worth $164,709. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,881
Previous 3,901
0.51%
Holding current value
$164,709
Previous $164,000
1.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.5 Million4.64% of portfolio