Life Planning Partners, Inc Dimensional ETF Tr Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 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 53,407 shares of DFAI stock, worth $1.95 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
53,407
Previous 49,293
8.35%
Holding current value
$1.95 Million
Previous $1.54 Million
19.95%
% of portfolio
1.54%
Previous 1.42%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
685Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio