Concord Wealth Partners Dimensional ETF Tr Inflation P Transaction History

Concord Wealth Partners

  • $749 Million
  • Q4 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 2,980 shares of DFIP stock, worth $125,517. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,980
Previous 1,190 150.42%
Holding current value
$125,517
Previous $50,000 150.0%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$42.01 - $42.55 $75,197 - $76,164
1,790 Added 150.42%
2,980 $125,000
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

# of Institutions
162
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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