Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 11,423 shares of DFAR stock, worth $290,715. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,423
Previous 10,490
8.89%
Holding current value
$290,715
Previous $234,000
7.69%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.1 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.8 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.5 Million0.3% of portfolio