Planned Solutions, Inc. Dimensional ETF Tr Transaction History
Planned Solutions, Inc.
- $231 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$77.9 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.06 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$195 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$143 Million1.81% of portfolio