Life Planning Partners, Inc Dimensional ETF Tr Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 39,320 shares of DFAI stock, worth $1.17 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
39,320
Previous 38,436
2.3%
Holding current value
$1.17 Million
Previous $1.14 Million
9.56%
% of portfolio
1.13%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio