Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Inflation P Transaction History
Sensible Financial Planning & Management, Llc.
- $501 Million
- Q1 2025
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 185,332 shares of DFIP stock, worth $7.78 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
185,332
Previous 173,641
6.73%
Holding current value
$7.78 Million
Previous $7.03 Million
11.01%
% of portfolio
1.56%
Previous 1.46%
Shares
10 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