Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Inflation P Transaction History
Sensible Financial Planning & Management, Llc.
- $482 Million
- Q4 2024
A detailed history of Sensible Financial Planning & Management, Llc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 173,641 shares of DFIP stock, worth $7.19 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
173,641
Previous 132,247
31.3%
Holding current value
$7.19 Million
Previous $5.59 Million
25.74%
% of portfolio
1.46%
Previous 1.1%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio