Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History
Life Planning Partners, Inc
- $109 Million
- Q2 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 $288,792. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,314
Previous 10,314
-0.0%
Holding current value
$288,792
Previous $275,000
1.45%
% of portfolio
0.25%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio