Cfs Investment Advisory Services, LLC Dimensional ETF Tr Inflation P Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 46,100 shares of DFIP stock, worth $1.89 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
46,100
Previous 45,423
1.49%
Holding current value
$1.89 Million
Previous $1.92 Million
2.76%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
117Shares Held
13.1MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio