Cfs Investment Advisory Services, LLC Dimensional ETF Tr Inflation P Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 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 45,639 shares of DFIP stock, worth $1.88 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
45,639
Previous 44,704
2.09%
Holding current value
$1.88 Million
Previous $1.84 Million
1.08%
% of portfolio
0.15%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$84.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.9 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.5 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.5 Million5.43% of portfolio
-
Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio