Saxony Capital Management, LLC Dimensional ETF Tr Inflation P Transaction History
Saxony Capital Management, LLC
- $109 Billion
- Q3 2024
A detailed history of Saxony Capital Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Saxony Capital Management, LLC holds 67,084 shares of DFIP stock, worth $2.71 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
67,084
Previous 67,880
1.17%
Holding current value
$2.71 Million
Previous $2.77 Billion
2.32%
% of portfolio
2.6%
Previous 3.05%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio