Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $572 Million
- Q4 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 1,889,957 shares of DIHP stock, worth $52.3 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
1,889,957
Previous 1,846,667
2.34%
Holding current value
$52.3 Million
Previous $51.2 Million
6.74%
% of portfolio
8.35%
Previous 8.64%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$661 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$616 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$428 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio