Planned Solutions, Inc. Dimensional ETF Tr Transaction History
Planned Solutions, Inc.
- $245 Million
- Q3 2024
A detailed history of Planned Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 3,909 shares of DFAU stock, worth $159,135. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,909Holding current value
$159,135% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio