Plan Group Financial, LLC Dimensional ETF Tr Transaction History
Plan Group Financial, LLC
- $295 Million
- Q2 2025
A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 271,933 shares of DFAE stock, worth $8.23 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
271,933
Previous 387,218
29.77%
Holding current value
$8.23 Million
Previous $10 Million
21.48%
% of portfolio
2.67%
Previous 3.68%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
600Shares Held
181MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$384 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$367 Million3.78% of portfolio
-
Perritt Capital Management Inc Chicago, IL8.38MShares$254 Million1.56% of portfolio
-
Ubs Group Ag6.14MShares$186 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$143 Million0.01% of portfolio