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 46,755 shares of DFAX stock, worth $1.37 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
46,755
Previous 46,301
0.98%
Holding current value
$1.37 Million
Previous $1.15 Million
6.34%
% of portfolio
1.13%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$329 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$232 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$229 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$225 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$168 Million4.32% of portfolio