Prosperity Planning, Inc. Dimensional ETF Tr Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 23,362 shares of DFIV stock, worth $858,553. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,362
Previous 24,200
3.46%
Holding current value
$858,553
Previous $889,000
5.62%
% of portfolio
0.29%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$614 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$539 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio