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

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 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 31,534 shares of DFIP stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,534
Previous 32,841 3.98%
Holding current value
$1.33 Million
Previous $1.38 Million 4.63%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$41.11 - $42.42 $53,730 - $55,442
-1,307 Reduced 3.98%
31,534 $1.32 Million
Q4 2024

Jan 31, 2025
SELL
$40.31 - $42.43 $1.97 Million - $2.08 Million
-48,976 Reduced 59.86%
32,841 $1.33 Million
Q3 2024

Nov 01, 2024
SELL
$40.69 - $42.46 $80,932 - $84,452
-1,989 Reduced 2.37%
81,817 $3.46 Million
Q2 2024

Jul 30, 2024
SELL
$40.31 - $41.37 $166,036 - $170,403
-4,119 Reduced 4.68%
83,806 $3.42 Million
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
$40.55 - $42.62 $4.91 Million - $5.17 Million
121,198 Added 212.78%
178,158 $7.33 Million
Q3 2022

Oct 28, 2022
BUY
$40.65 - $46.11 $2.32 Million - $2.63 Million
56,960 New
56,960 $2.32 Million

Others Institutions Holding DFIP

# of Institutions
147
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email