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 $6.88 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
178,933
              Previous 10,285
              
        
           1639.75%
        
      
          
        Holding current value
$6.88 Million
            Previous $269,000
            
        
           1844.24%
        
      
          
        % of portfolio
3.31%
            Previous 0.23%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DFAC
# of Institutions
1,153Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
- 
    
      Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio