Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 178,118 shares of DFIP stock, worth $7.33 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
178,118
Previous 103,046
72.85%
Holding current value
$7.33 Million
Previous $4.36 Million
65.54%
% of portfolio
1.87%
Previous 1.27%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
131Shares Held
14MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.2 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$32.8 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio