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 $1.26 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
46,755
Previous 46,301
0.98%
Holding current value
$1.26 Million
Previous $1.15 Million
6.34%
% of portfolio
1.13%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
587Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio