Planning Center, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Planning Center, Inc.
- $680 Million
- Q3 2025
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Planning Center, Inc. holds 2,070,106 shares of DFAC stock, worth $80.8 Million. This represents 11.74% of its overall portfolio holdings.
Number of Shares
2,070,106
Previous 2,094,750
1.18%
Holding current value
$80.8 Million
Previous $75.1 Million
6.35%
% of portfolio
11.74%
Previous 11.64%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio