Shearwater Capital LLC Dimensional ETF Tr Inflation P Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Shearwater Capital LLC holds 38,738 shares of DFIP stock, worth $1.59 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
38,738
Previous 38,178
1.47%
Holding current value
$1.59 Million
Previous $1.61 Million
2.85%
% of portfolio
1.07%
Previous 1.12%
Shares
13 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
13.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.9 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio