Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $431 Million
- Q1 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 444,873 shares of DFIS stock, worth $11 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
444,873
Previous 413,961
7.47%
Holding current value
$11 Million
Previous $10 Million
11.42%
% of portfolio
2.59%
Previous 2.49%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
170Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$289 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$154 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.6 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.1 Million0.63% of portfolio