Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 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 10,627 shares of DFIC stock, worth $275,876. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,627Holding current value
$275,876% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio