A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Concord Wealth Partners holds 1,190 shares of DFIP stock, worth $50,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,190
Previous 3,595 66.9%
Holding current value
$50,122
Previous $150,000 66.67%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 05, 2025

SELL
$41.6 - $42.66 $100,048 - $102,597
-2,405 Reduced 66.9%
1,190 $50,000
Q2 2025

Jul 25, 2025

BUY
$41.11 - $42.42 $98,869 - $102,020
2,405 Added 202.1%
3,595 $150,000
Q1 2025

May 02, 2025

BUY
$40.27 - $42.11 $47,921 - $50,110
1,190 New
1,190 $50,000

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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