Planning Center, Inc. Dimensional ETF Tr U S Target Transaction History
Planning Center, Inc.
- $572 Million
- Q4 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Planning Center, Inc. holds 446,336 shares of DFAT stock, worth $23.2 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
446,336
Previous 453,546
1.59%
Holding current value
$23.2 Million
Previous $25.2 Million
1.53%
% of portfolio
4.35%
Previous 4.26%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio