Life Planning Partners, Inc Dimensional ETF Tr Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 46,301 shares of DFAX stock, worth $1.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
46,301
Previous 1,151,040
95.98%
Holding current value
$1.26 Million
Previous $28.6 Million
95.98%
% of portfolio
1.07%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$306 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$227 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$206 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$206 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$164 Million0.22% of portfolio