Jfs Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Jfs Wealth Advisors, LLC
- $1.69 Billion
- Q3 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,286 shares of DFIP stock, worth $180,526. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,286
Previous 3,881
10.44%
Holding current value
$180,526
Previous $162,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
155Shares Held
17.2MCall 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