Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History
Planning Center, Inc.
- $555 Million
- Q2 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Planning Center, Inc. holds 738,576 shares of DFIP stock, worth $30.5 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
738,576Holding current value
$30.5 Million% of portfolio
5.43%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$84.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.9 Million13.61% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.5 Million4.48% of portfolio
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Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio
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Cpa Asset Management LLC West Palm Beach, FL406KShares$16.7 Million8.29% of portfolio