Planning Center, Inc. Dimensional ETF Tr U S Target Transaction History
Planning Center, Inc.
- $431 Million
- Q1 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 439,251 shares of DFAT stock, worth $24.1 Million. This represents 5.55% of its overall portfolio holdings.
Number of Shares
439,251
Previous 428,690
2.46%
Holding current value
$24.1 Million
Previous $22.4 Million
6.58%
% of portfolio
5.55%
Previous 5.58%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
153MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$750 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$693 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$498 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$424 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$264 Million3.04% of portfolio