Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Planning Center, Inc.
- $645 Million
- Q2 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 539,588 shares of DFEM stock, worth $16.4 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
539,588
Previous 533,153
1.21%
Holding current value
$16.4 Million
Previous $14.1 Million
13.52%
% of portfolio
2.48%
Previous 2.35%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
461Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio