Klingman & Associates, LLC Dimensional ETF Tr Inflation P Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 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 32,841 shares of DFIP stock, worth $1.35 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
32,841
Previous 81,817
59.86%
Holding current value
$1.35 Million
Previous $3.46 Million
61.58%
% of portfolio
0.08%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.3 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$32.9 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio