Planning Center, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Planning Center, Inc.
- $592 Million
- Q3 2024
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 6,195 shares of DFCF stock, worth $255,915. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,195
Previous 6,195
-0.0%
Holding current value
$255,915
Previous $257,000
3.89%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio