Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $136 Million
- Q1 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 334,731 shares of DFAR stock, worth $7.85 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
334,731
Previous 336,811
0.62%
Holding current value
$7.85 Million
Previous $7.66 Million
2.25%
% of portfolio
5.49%
Previous 5.92%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
195Shares Held
30MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$46.7 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.5 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$42.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$40.9 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio