Plancorp, LLC Dimensional ETF Tr Transaction History
Plancorp, LLC
- $2.44 Billion
- Q3 2024
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plancorp, LLC holds 4,160,423 shares of DFAX stock, worth $104 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
4,160,423
Previous 4,182,404
0.53%
Holding current value
$104 Million
Previous $106 Million
5.7%
% of portfolio
4.61%
Previous 4.62%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio