Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Planning Center, Inc.
- $600 Million
- Q1 2025
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Planning Center, Inc. holds 533,153 shares of DFEM stock, worth $14.2 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
533,153
Previous 508,156
4.92%
Holding current value
$14.2 Million
Previous $13.3 Million
6.0%
% of portfolio
2.35%
Previous 2.33%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
153MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio