Saxony Capital Management, LLC Dimensional ETF Tr Inflation P Transaction History
Saxony Capital Management, LLC
- $123 Million
- Q2 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 41,633 shares of DFIP stock, worth $1.75 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
41,633
Previous 53,086
21.57%
Holding current value
$1.75 Million
Previous $2.24 Million
22.15%
% of portfolio
1.42%
Previous 2.05%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio