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 $6.2 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
178,933
Previous 10,285
1639.75%
Holding current value
$6.2 Million
Previous $269,000
1844.24%
% of portfolio
3.31%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio