Saxony Capital Management, LLC Dimensional ETF Tr Inflation P Transaction History
Saxony Capital Management, LLC
- $109 Million
- Q1 2025
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 53,086 shares of DFIP stock, worth $2.23 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
53,086
Previous 15,771
236.61%
Holding current value
$2.23 Million
Previous $639 Million
99.65%
% of portfolio
2.05%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
137Shares Held
14.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio