Forteris Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 6,958 shares of DFIP stock, worth $293,070. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,958Holding current value
$293,070% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
159Shares Held
17.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.74MShares$157 Million5.08% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.1MShares$46.2 Million11.51% of portfolio
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Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
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Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio