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 $2.79 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
67,084
Previous 67,880
1.17%
Holding current value
$2.79 Million
Previous $2.77 Billion
2.32%
% of portfolio
2.6%
Previous 3.05%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$85.2 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$41.2 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.7 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.7 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.9 Million8.29% of portfolio