Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History
Klingman & Associates, LLC
- $1.48 Billion
- Q2 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 83,806 shares of DFIP stock, worth $3.55 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
83,806
Previous 87,925
4.68%
Holding current value
$3.55 Million
Previous $3.63 Million
5.65%
% of portfolio
0.23%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86.9 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.3 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.3 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.3 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.9 Million8.75% of portfolio