Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 10,627 shares of DFIC stock, worth $287,672. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,627Holding current value
$287,672% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
396Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$731 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$697 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio