Planning Center, Inc. Dimensional ETF Tr U S Small C Transaction History
Planning Center, Inc.
- $592 Million
- Q3 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Planning Center, Inc. holds 318,770 shares of DFAS stock, worth $20.8 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
318,770
Previous 317,290
0.47%
Holding current value
$20.8 Million
Previous $19.1 Million
8.46%
% of portfolio
3.49%
Previous 3.43%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio