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 88,515 shares of DFIC stock, worth $2.43 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
88,515Holding current value
$2.43 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio