Planning Center, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Planning Center, Inc.
- $600 Million
- Q1 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 $245,575. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,854
Previous 5,886
0.54%
Holding current value
$245,575
Previous $243,000
1.23%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio