Financial Plan, Inc. Dimensional ETF Tr Dimensional Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Plan, Inc. holds 4,839 shares of DFSB stock, worth $0. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,839Holding current value
$0% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFSB
# of Institutions
107Shares Held
8.55MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.25MShares$017.27% of portfolio
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Maseco LLP London,1.6MShares$04.13% of portfolio
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Mercer Global Advisors Inc Denver, CO617KShares$00.0% of portfolio
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Quantum Financial Advisors, LLC Manhattan Beach, CA515KShares$00.0% of portfolio
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Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio