Planning Center, Inc. Dimensional ETF Tr U S Small C Transaction History
Planning Center, Inc.
- $431 Million
- Q1 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 311,796 shares of DFAS stock, worth $19.7 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
311,796
Previous 313,093
0.41%
Holding current value
$19.7 Million
Previous $18.7 Million
4.13%
% of portfolio
4.51%
Previous 4.64%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
638Shares Held
114MCall Options Held
0Put Options Held
0-
Williams Financial, LLC Bennington, VT11.6MShares$733 Million7.23% of portfolio
-
Creative Planning Overland Park, KS10.7MShares$677 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$429 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$388 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$268 Million0.03% of portfolio