Resource Planning Group Dimensional ETF Tr U S Core Eq Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Resource Planning Group holds 178,933 shares of DFAC stock, worth $6.5 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
178,933
Previous 10,285
1639.75%
Holding current value
$6.5 Million
Previous $269,000
1844.24%
% of portfolio
3.31%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio