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 $1.49 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

32,204

Holding current value

$1.49 Million

% of portfolio

0.7%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$30.86 - $34.46 $993,815 - $1.11 Million	32,204 New	32,204 $1.11 Million

Others Institutions Holding DFIV

# of Institutions

747

Shares Held

261M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.14 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$975 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$919 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$515 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$396 Million
2.4% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Resource Planning Group Dimensional ETF Tr Transaction History