Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History
Plan Group Financial, LLC
- $152 Million
- Q1 2024
A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Plan Group Financial, LLC holds 103,873 shares of DFIP stock, worth $4.23 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
103,873
Previous 91,114
14.0%
Holding current value
$4.23 Million
Previous $3.76 Million
13.91%
% of portfolio
2.83%
Previous 3.3%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.4 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.5 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.2 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.5 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio