Ae Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

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 197 shares of DFIP stock, worth $8,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 97 103.09%
Holding current value
$8,297
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$41.6 - $42.66 $4,160 - $4,266
100 Added 103.09%
197 $8,000
Q2 2025

Aug 06, 2025
BUY
$41.11 - $42.42 $82 - $84
2 Added 2.11%
97 $4,000
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
155
Shares Held
17.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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