Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Inflation P Put Options Transaction History

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIP

# of Institutions

105

Shares Held

12M

Call Options Held

Put Options Held

Matson Money. Inc.

3.49M
Shares

$143 Million
5.09% of portfolio
Heirloom Wealth Management Greenwood Village, CO

991K
Shares

$40.7 Million
13.61% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

811K
Shares

$33.3 Million
4.48% of portfolio
Planning Center, Inc.

739K
Shares

$30.3 Million
5.43% of portfolio
Geometric Wealth Advisors

430K
Shares

$17.7 Million
3.51% of portfolio

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