Plan Group Financial, LLC Dimensional ETF Tr Transaction History
Plan Group Financial, LLC
- $187 Million
- Q4 2024
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 314,926 shares of DFAE stock, worth $8.36 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
314,926
Previous 314,200
0.23%
Holding current value
$8.36 Million
Previous $8.61 Million
7.27%
% of portfolio
4.28%
Previous 4.59%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
535Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$413 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$336 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio