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 1,770,907 shares of DIHP stock, worth $47.1 Million. This represents 11.07% of its overall portfolio holdings.
Number of Shares
1,770,907
Previous 1,667,386
6.21%
Holding current value
$47.1 Million
Previous $42.8 Million
11.51%
% of portfolio
11.07%
Previous 10.64%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
185Shares Held
80.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$396 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$390 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$156 Million12.39% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio