Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Life Planning Partners, Inc holds 10,314 shares of DFIC stock, worth $292,505. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,314
Previous 266,565
96.13%
Holding current value
$292,505
Previous $6.89 Million
96.14%
% of portfolio
0.25%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio