Betterment LLC Dimensional ETF Tr Inflation P Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Betterment LLC holds 5,550 shares of DFIP stock, worth $227,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,550

Holding current value

$227,827

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$40.69 - $42.46 $225,829 - $235,653	5,550 New	5,550 $234,000

Others Institutions Holding DFIP

# of Institutions

117

Shares Held

13.1M

Call Options Held

Put Options Held

Matson Money. Inc.

3.52M
Shares

$144 Million
5.1% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.05M
Shares

$43.1 Million
13.39% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

803K
Shares

$33 Million
4.54% of portfolio
Planning Center, Inc.

754K
Shares

$31 Million
5.34% of portfolio
Geometric Wealth Advisors

430K
Shares

$17.6 Million
3.51% 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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