Market Street Wealth Management Advisors LLC Dimensional ETF Tr Inflation P Transaction History

Market Street Wealth Management Advisors LLC

  • $523 Million
  • Q2 2024

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 267,161 shares of DFIP stock, worth $11.3 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
267,161
Previous 256,193 4.28%
Holding current value
$11.3 Million
Previous $10.6 Million 3.23%
% of portfolio
2.09%
Previous 2.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$40.31 - $41.37 $442,120 - $453,746
10,968 Added 4.28%
267,161 $10.9 Million
Q1 2024

Apr 11, 2024
BUY
$40.58 - $41.54 $87,409 - $89,477
2,154 Added 0.85%
256,193 $10.6 Million
Q4 2023

Jan 29, 2024
BUY
$39.16 - $41.47 $2.1 Million - $2.23 Million
53,698 Added 26.8%
254,039 $10.5 Million
Q3 2023

Oct 12, 2023
BUY
$39.65 - $41.67 $7.49 Million - $7.87 Million
188,823 Added 1639.37%
200,341 $7.97 Million
Q2 2023

Jul 12, 2023
SELL
$41.16 - $43.19 $425,512 - $446,498
-10,338 Reduced 47.3%
11,518 $475,000
Q1 2023

Apr 18, 2023
SELL
$40.93 - $42.83 $6.38 Million - $6.67 Million
-155,775 Reduced 87.7%
21,856 $936,000
Q4 2022

Jan 20, 2023
SELL
$40.55 - $42.62 $4.64 Million - $4.88 Million
-114,538 Reduced 39.2%
177,631 $0
Q3 2022

Oct 21, 2022
SELL
$40.65 - $46.11 $2.54 Million - $2.88 Million
-62,565 Reduced 17.64%
292,169 $11.9 Million
Q2 2022

Jul 21, 2022
BUY
$43.79 - $47.31 $15.5 Million - $16.8 Million
354,734 New
354,734 $15.6 Million
Q1 2022

Apr 12, 2022
SELL
$47.32 - $49.87 $6.95 Million - $7.32 Million
-146,859 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$49.11 - $50.08 $7.21 Million - $7.35 Million
146,859 New
146,859 $7.29 Million

Others Institutions Holding DFIP

# of Institutions
104
Shares Held
9.95M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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