Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Life Planning Partners, Inc holds 10,314 shares of DFIC stock, worth $270,845. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,314
Previous 10,314
-0.0%
Holding current value
$270,845
Previous $271,000
7.01%
% of portfolio
0.26%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio