Plancorp, LLC Dimensional ETF Tr Transaction History
Plancorp, LLC
- $2.42 Billion
- Q4 2024
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plancorp, LLC holds 794,744 shares of DFAU stock, worth $30.2 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
794,744
Previous 626,064
26.94%
Holding current value
$30.2 Million
Previous $24.8 Million
29.5%
% of portfolio
1.33%
Previous 1.02%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio