Resource Planning Group Dimensional ETF Tr Dimensional Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Resource Planning Group holds 88,097 shares of DFAR stock, worth $2.12 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
88,097Holding current value
$2.12 Million% of portfolio
1.27%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$60 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$43.1 Million3.53% of portfolio