Concord Wealth Partners Dimensional ETF Tr Inflation P Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
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
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio