Asset Planning Corporation Dimensional ETF Tr Transaction History
Asset Planning Corporation
- $204 Million
- Q3 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Planning Corporation holds 507,510 shares of DFAI stock, worth $18.8 Million. This represents 9.02% of its overall portfolio holdings.
Number of Shares
507,510
Previous 477,625
6.26%
Holding current value
$18.8 Million
Previous $16.5 Million
11.73%
% of portfolio
9.02%
Previous 8.81%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio