Asset Planning Corporation Dimensional ETF Tr Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Planning Corporation holds 477,625 shares of DFAI stock, worth $17.6 Million. This represents 8.81% of its overall portfolio holdings.
Number of Shares
477,625
Previous 420,290
13.64%
Holding current value
$17.6 Million
Previous $13.1 Million
25.8%
% of portfolio
8.81%
Previous 7.79%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
682Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$593 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$340 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$278 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$265 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$243 Million25.8% of portfolio