Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Inflation P Transaction History
Sensible Financial Planning & Management, Llc.
- $463 Million
- Q2 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 125,640 shares of DFIP stock, worth $5.27 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
125,640
Previous 155,460
19.18%
Holding current value
$5.27 Million
Previous $6.41 Million
19.99%
% of portfolio
1.11%
Previous 1.42%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$39.9 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.8 Million8.75% of portfolio