Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History
Planning Center, Inc.
- $572 Million
- Q4 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Planning Center, Inc. holds 754,100 shares of DFIP stock, worth $31.6 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
754,100
Previous 744,364
1.31%
Holding current value
$31.6 Million
Previous $31.5 Million
2.98%
% of portfolio
5.34%
Previous 5.32%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$44 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.4 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL421KShares$17.6 Million7.92% of portfolio