Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Planning Center, Inc.
- $592 Million
- Q3 2024
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 505,663 shares of DFEM stock, worth $13.3 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
505,663
Previous 501,771
0.78%
Holding current value
$13.3 Million
Previous $13.4 Million
6.13%
% of portfolio
2.4%
Previous 2.41%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio