New Edge Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 26,146 shares of DFIP stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,146
Previous 38,809
32.63%
Holding current value
$1.05 Million
Previous $1.58 Million
30.24%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.4 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.3 Million3.51% of portfolio