Partners In Financial Planning Dimensional ETF Tr U S Core Eq Transaction History
Partners In Financial Planning
- $490 Billion
- Q4 2024
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Partners In Financial Planning holds 20,642 shares of DFAC stock, worth $734,029. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,642Holding current value
$734,029% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,024Shares Held
786MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.04 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio