Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $680 Million
- Q3 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 1,981,741 shares of DIHP stock, worth $61.7 Million. This represents 8.85% of its overall portfolio holdings.
Number of Shares
1,981,741
Previous 1,951,156
1.57%
Holding current value
$61.7 Million
Previous $57.5 Million
4.67%
% of portfolio
8.85%
Previous 8.92%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio