Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Bcu Wealth Advisors, LLC

$175 Billion
Q4 2024

A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 89,401 shares of DFIP stock, worth $3.67 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

89,401

Previous 45,398 96.93%

Holding current value

$3.67 Million

Previous $1.92 Billion 88.59%

% of portfolio

2.07%

Previous 1.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$40.31 - $42.43 $1.77 Million - $1.87 Million	44,003 Added 96.93%	89,401 $3.62 Billion
Q3 2024 Nov 07, 2024	BUY	$40.69 - $42.46 $181,802 - $189,711	4,468 Added 10.92%	45,398 $1.92 Billion
Q2 2024 Aug 01, 2024	BUY	$40.31 - $41.37 $233,596 - $239,739	5,795 Added 16.49%	40,930 $1.67 Billion
Q1 2024 May 03, 2024	BUY	$40.58 - $41.54 $149,253 - $152,784	3,678 Added 11.69%	35,135 $1.45 Billion
Q4 2023 Feb 09, 2024	BUY	$39.16 - $41.47 $1.23 Million - $1.3 Million	31,457 New	31,457 $1.3 Billion

Others Institutions Holding DFIP

# of Institutions

117

Shares Held

13.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Bcu Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History