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 2,646,910 shares of DFIV stock, worth $93.5 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
2,646,910
Previous 2,644,853
0.08%
Holding current value
$93.5 Million
Previous $95.1 Million
6.04%
% of portfolio
4.13%
Previous 4.13%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio