Essential Planning, Llc. Dimensional ETF Tr Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 498,146 shares of DFAI stock, worth $15.7 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
498,146
Previous 460,656
8.14%
Holding current value
$15.7 Million
Previous $13.9 Million
6.16%
% of portfolio
6.5%
Previous 6.66%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$197 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$173 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$162 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$134 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$131 Million0.22% of portfolio