A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, David Wealth Management LLC holds 144,719 shares of DFIP stock, worth $5.93 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
144,719
Holding current value
$5.93 Million
% of portfolio
4.84%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$40.31 - $42.43 $5.83 Million - $6.14 Million
144,719 New
144,719 $5.86 Billion

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on David Wealth Management LLC with notifications on news.