Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 827,793 shares of DFIC stock, worth $23.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
827,793
Previous 10,627
7689.53%
Holding current value
$23.2 Million
Previous $299,000
7056.52%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio