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 808,480 shares of DISV stock, worth $22.3 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
808,480
Previous 773,928
4.46%
Holding current value
$22.3 Million
Previous $20 Million
10.14%
% of portfolio
5.1%
Previous 4.96%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio