Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 103,046 shares of DFIP stock, worth $4.28 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
103,046
Previous 6,835
1407.62%
Holding current value
$4.28 Million
Previous $279,000
1461.29%
% of portfolio
1.27%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$85.2 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$41.2 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.7 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.7 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.9 Million8.29% of portfolio