Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Inflation P Transaction History
Legacy Capital Wealth Partners, LLC
- $445 Million
- Q2 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,102 shares of DFIP stock, worth $299,846. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,102Holding current value
$299,846% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
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Heirloom Wealth Management Greenwood Village, CO983KShares$41.5 Million11.5% of portfolio
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Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.7 Million4.35% of portfolio
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Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio