Asset Planning Corporation Dimensional ETF Tr Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Planning Corporation holds 406,635 shares of DFAI stock, worth $12.4 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
406,635
Previous 355,471
14.39%
Holding current value
$12.4 Million
Previous $11.3 Million
5.11%
% of portfolio
7.47%
Previous 7.41%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio