Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
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 11,374 shares of DFIC stock, worth $360,669. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,374
Previous 10,728
6.02%
Holding current value
$360,669
Previous $297,000
18.86%
% of portfolio
0.29%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio