Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $592 Million
- Q3 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 1,846,667 shares of DIHP stock, worth $46.4 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
1,846,667
Previous 1,811,561
1.94%
Holding current value
$46.4 Million
Previous $47.7 Million
7.28%
% of portfolio
8.64%
Previous 8.59%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$564 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio