Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $204 Million
- Q3 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 223,428 shares of DFAR stock, worth $5.23 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
223,428
Previous 216,916
3.0%
Holding current value
$5.23 Million
Previous $5.09 Million
4.72%
% of portfolio
2.61%
Previous 2.71%
Shares
15 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio