Stewardship Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Stewardship Advisors, LLC holds 8,513 shares of DFIP stock, worth $351,927. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,513
Previous 7,061
20.56%
Holding current value
$351,927
Previous $298,000
15.44%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
119Shares Held
13.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.4 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.2 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.8 Million3.51% of portfolio