Life Planning Partners, Inc Dimensional ETF Tr U S Equity Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Life Planning Partners, Inc holds 26,379 shares of DFUS stock, worth $1.73 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
26,379
Previous 25,002
5.51%
Holding current value
$1.73 Million
Previous $1.47 Million
11.49%
% of portfolio
1.48%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio