Onyx Financial Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Onyx Financial Advisors, LLC
- $182 Billion
- Q3 2024
A detailed history of Onyx Financial Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Onyx Financial Advisors, LLC holds 14,514 shares of DFIP stock, worth $587,381. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,514
Previous 14,705
1.3%
Holding current value
$587,381
Previous $600 Million
2.2%
% of portfolio
0.34%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio