Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $645 Million
- Q2 2025
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 1,951,156 shares of DIHP stock, worth $57.5 Million. This represents 8.92% of its overall portfolio holdings.
Number of Shares
1,951,156
Previous 1,966,059
0.76%
Holding current value
$57.5 Million
Previous $53 Million
8.64%
% of portfolio
8.92%
Previous 8.83%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
151MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$744 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$717 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$705 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$190 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$177 Million3.07% of portfolio