Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History
Klingman & Associates, LLC
- $1.97 Billion
- Q3 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 29,440 shares of DFIP stock, worth $1.24 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
29,440
Previous 31,534
6.64%
Holding current value
$1.24 Million
Previous $1.32 Million
5.69%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall 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