Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History
Life Planning Partners, Inc
- $129 Million
- Q3 2025
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 11,374 shares of DFIC stock, worth $379,664. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,374
Previous 11,374
-0.0%
Holding current value
$379,664
Previous $353,000
5.38%
% of portfolio
0.29%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio