Planning Center, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Planning Center, Inc.
- $572 Million
- Q4 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Planning Center, Inc. holds 5,886 shares of DFCF stock, worth $243,091. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,886
Previous 6,195
4.99%
Holding current value
$243,091
Previous $267,000
8.99%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio