Pds Planning, Inc Dimensional ETF Tr U S Core Eq Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
A detailed history of Pds Planning, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pds Planning, Inc holds 57,351 shares of DFAC stock, worth $1.93 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
57,351
Previous 57,351
-0.0%
Holding current value
$1.93 Million
Previous $1.97 Million
0.92%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,061Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.93 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$612 Million0.26% of portfolio