Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 12,336 shares of DFSV stock, worth $380,688. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,336
Previous 1,006,520
98.77%
Holding current value
$380,688
Previous $31 Million
1020.91%
% of portfolio
0.14%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
446Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$180 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$156 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$155 Million1.64% of portfolio