Prosperity Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prosperity Planning, Inc. holds 91,903 shares of DFAC stock, worth $3.02 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
91,903
Previous 94,818
3.07%
Holding current value
$3.02 Million
Previous $3.25 Million
2.21%
% of portfolio
1.05%
Previous 1.05%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio