Planning Center, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Planning Center, Inc.
- $645 Million
- Q2 2025
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Planning Center, Inc. holds 5,854 shares of DFCF stock, worth $252,365. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,854
Previous 5,854
-0.0%
Holding current value
$252,365
Previous $246,000
0.41%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio