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 $2.9 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
88,515Holding current value
$2.9 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$943 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$524 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio