Wmg Financial Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.8 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio