Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History
Plan Group Financial, LLC
- $187 Million
- Q3 2024
A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Plan Group Financial, LLC holds 120,235 shares of DFIP stock, worth $4.87 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
120,235
Previous 112,105
7.25%
Holding current value
$4.87 Million
Previous $4.58 Million
11.06%
% of portfolio
2.71%
Previous 2.82%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio