Saxony Capital Management, LLC Dimensional ETF Tr Inflation P Transaction History
Saxony Capital Management, LLC
- $114 Billion
- Q4 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 15,771 shares of DFIP stock, worth $650,711. This represents 0.56% of its overall portfolio holdings.
Number of Shares
15,771
Previous 67,084
76.49%
Holding current value
$650,711
Previous $2.84 Billion
77.48%
% of portfolio
0.56%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
130Shares Held
13.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.4 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$32.9 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.1 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio