Mendota Financial Group, LLC Dimensional ETF Tr Inflation P Transaction History
Mendota Financial Group, LLC
- $209 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$84.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.9 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.5 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.5 Million5.43% of portfolio
-
Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio