Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

BUY
$41.16 - $43.19 $159,947 - $167,836
3,886 Added 42.19%
13,097 $541,000
Q1 2023

Apr 18, 2023

SELL
$40.93 - $42.83 $1.89 Million - $1.98 Million
-46,205 Reduced 83.38%
9,211 $394,000
Q4 2022

Feb 10, 2023

SELL
$40.64 - $42.62 $295,330 - $309,719
-7,267 Reduced 11.59%
55,416 $2.28 Million
Q3 2022

Oct 18, 2022

BUY
$41.68 - $46.11 $289,550 - $320,326
6,947 Added 12.46%
62,683 $2.55 Million
Q2 2022

Aug 08, 2022

BUY
$43.79 - $47.31 $831,703 - $898,558
18,993 Added 51.69%
55,736 $2.45 Million
Q1 2022

Apr 18, 2022

BUY
$47.32 - $49.87 $1.74 Million - $1.83 Million
36,743 New
36,743 $1.76 Million

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.