Market Street Wealth Management Advisors LLC Dimensional ETF Tr Inflation P Transaction History
Market Street Wealth Management Advisors LLC
- $551 Million
- Q2 2025
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 290,171 shares of DFIP stock, worth $12.3 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
290,171
Previous 284,005
2.17%
Holding current value
$12.3 Million
Previous $12 Million
1.45%
% of portfolio
2.2%
Previous 2.29%
Shares
15 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.6 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.8 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.4 Million4.64% of portfolio