Essential Planning, Llc. Dimensional ETF Tr Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 211,260 shares of DFAE stock, worth $5.49 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
211,260
Previous 210,856
0.19%
Holding current value
$5.49 Million
Previous $5.08 Million
2.73%
% of portfolio
2.5%
Previous 2.57%
Shares
6 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$133 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$95.1 Million0.26% of portfolio