Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History
Klingman & Associates, LLC
- $1.63 Billion
- Q1 2025
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 32,841 shares of DFIP stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
32,841
Previous 32,841
-0.0%
Holding current value
$1.37 Million
Previous $1.33 Million
3.99%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.7 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio