Plan Group Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Plan Group Financial, LLC holds 102,188 shares of DFCF stock, worth $4.24 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
102,188
Previous 88,845 15.02%
Holding current value
$4.24 Million
Previous $3.77 Million 13.78%
% of portfolio
2.83%
Previous 3.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$41.54 - $42.6 $554,268 - $568,411
13,343 Added 15.02%
102,188 $4.29 Million
Q4 2023

Jan 29, 2024
SELL
$39.52 - $42.54 $2.42 Million - $2.61 Million
-61,239 Reduced 40.8%
88,845 $3.77 Million
Q3 2023

Nov 13, 2023
SELL
$40.3 - $42.05 $4.43 Million - $4.62 Million
-109,874 Reduced 42.27%
150,084 $6.06 Million
Q2 2023

Aug 10, 2023
BUY
$41.55 - $42.94 $10.8 Million - $11.2 Million
259,958 New
259,958 $10.8 Million

Others Institutions Holding DFCF

# of Institutions
289
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email