Planning Center, Inc. Dimensional ETF Tr Inflation P Call Options Transaction History

Planning Center, Inc.

$592 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIP

# of Institutions

115

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Matson Money. Inc.

3.49M
Shares

$141 Million
5.09% of portfolio
Heirloom Wealth Management Greenwood Village, CO

991K
Shares

$40.1 Million
13.61% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

803K
Shares

$32.5 Million
4.54% of portfolio
Geometric Wealth Advisors

430K
Shares

$17.4 Million
3.51% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

406K
Shares

$16.4 Million
8.29% of portfolio

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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