Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History
Planning Center, Inc.
- $600 Million
- Q1 2025
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 849,966 shares of DFIP stock, worth $35.2 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
849,966
Previous 754,100
12.71%
Holding current value
$35.2 Million
Previous $30.5 Million
17.22%
% of portfolio
5.96%
Previous 5.34%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
135Shares Held
14.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.6 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.1 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL422KShares$17.5 Million7.82% of portfolio