Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Planning Center, Inc.
- $572 Million
- Q4 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Planning Center, Inc. holds 508,156 shares of DFEM stock, worth $13.8 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
508,156
Previous 505,663
0.49%
Holding current value
$13.8 Million
Previous $14.2 Million
6.51%
% of portfolio
2.33%
Previous 2.4%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio