Life Planning Partners, Inc Dimensional ETF Tr Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 2025
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 49,293 shares of DFAI stock, worth $1.6 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
49,293
Previous 42,788
15.2%
Holding current value
$1.6 Million
Previous $1.25 Million
23.22%
% of portfolio
1.42%
Previous 1.16%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio