Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History

Klingman & Associates, LLC

$1.44 Billion
Q1 2024

A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Klingman & Associates, LLC holds 87,925 shares of DFIP stock, worth $3.58 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

87,925

Previous 100,709 12.69%

Holding current value

$3.58 Million

Previous $4.16 Million 12.77%

% of portfolio

0.25%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$40.58 - $41.54 $518,774 - $531,047	-12,784 Reduced 12.69%	87,925 $3.63 Million
Q4 2023 Jan 29, 2024	SELL	$39.16 - $41.47 $2.6 Million - $2.75 Million	-66,416 Reduced 39.74%	100,709 $4.16 Million
Q3 2023 Oct 30, 2023	SELL	$39.65 - $41.67 $574,925 - $604,215	-14,500 Reduced 7.98%	167,125 $6.65 Million
Q2 2023 Jul 31, 2023	SELL	$41.16 - $43.19 $49,391 - $51,828	-1,200 Reduced 0.66%	181,625 $7.5 Million
Q1 2023 May 03, 2023	BUY	$40.93 - $42.83 $191,020 - $199,887	4,667 Added 2.62%	182,825 $7.83 Million

Q4 2022 Feb 03, 2023	BUY	$40.64 - $42.62 $4.93 Million - $5.17 Million	121,198 Added 212.78%	178,158 $7.33 Million
Q3 2022 Oct 28, 2022	BUY	$41.68 - $46.11 $2.37 Million - $2.63 Million	56,960 New	56,960 $2.32 Million

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History