Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $600 Million
- Q1 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 1,966,059 shares of DIHP stock, worth $57.5 Million. This represents 8.83% of its overall portfolio holdings.
Number of Shares
1,966,059
Previous 1,889,957
4.03%
Holding current value
$57.5 Million
Previous $47.7 Million
11.03%
% of portfolio
8.83%
Previous 8.35%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio