Planning Center, Inc. Dimensional ETF Tr Short Durat Transaction History
Planning Center, Inc.
- $555 Million
- Q2 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Planning Center, Inc. holds 1,972,246 shares of DFSD stock, worth $94.3 Million. This represents 16.69% of its overall portfolio holdings.
Number of Shares
1,972,246
Previous 48,776
3943.48%
Holding current value
$94.3 Million
Previous $2.29 Million
3940.76%
% of portfolio
16.69%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.59MShares$76.2 Million0.12% of portfolio