New Edge Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, New Edge Advisors, LLC holds 31,474 shares of DFIP stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,474
Previous 27,572
14.15%
Holding current value
$1.3 Million
Previous $1.12 Million
18.73%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio