Ae Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Ae Wealth Management LLC holds 95 shares of DFIP stock, worth $3,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,931

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$40.31 - $42.43 $3,829 - $4,030	95 New	95 $3,000

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

Matson Money. Inc.

3.52M
Shares

$145 Million
5.1% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.05M
Shares

$43.5 Million
13.39% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

798K
Shares

$33 Million
4.33% of portfolio
Planning Center, Inc.

754K
Shares

$31.2 Million
5.34% of portfolio
Geometric Wealth Advisors

451K
Shares

$18.7 Million
3.46% of portfolio

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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Ae Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History