Resource Planning Group Dimensional ETF Tr Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Resource Planning Group holds 32,204 shares of DFIV stock, worth $1.24 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
32,204Holding current value
$1.24 Million% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$790 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$687 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$431 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio