Planning Center, Inc. Dimensional ETF Tr Short Durat Transaction History

Planning Center, Inc.

  • $572 Million
  • Q4 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Planning Center, Inc. holds 2,047,397 shares of DFSD stock, worth $96.4 Million. This represents 16.79% of its overall portfolio holdings.

Number of Shares
2,047,397
Previous 2,012,344 1.74%
Holding current value
$96.4 Million
Previous $96.1 Million 0.09%
% of portfolio
16.79%
Previous 16.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$46.75 - $47.8 $1.64 Million - $1.68 Million
35,053 Added 1.74%
2,047,397 $96 Million
Q3 2024

Nov 12, 2024
BUY
$47.0 - $47.84 $1.88 Million - $1.92 Million
40,098 Added 2.03%
2,012,344 $96.1 Million
Q2 2024

Aug 08, 2024
BUY
$46.64 - $47.15 $89.7 Million - $90.7 Million
1,923,470 Added 3943.48%
1,972,246 $92.7 Million
Q3 2023

Oct 25, 2023
SELL
$46.24 - $46.65 $446,308 - $450,265
-9,652 Reduced 16.52%
48,776 $2.26 Million
Q2 2023

Jul 20, 2023
BUY
$46.28 - $46.83 $2.7 Million - $2.74 Million
58,428 New
58,428 $2.71 Million

Others Institutions Holding DFSD

# of Institutions
309
Shares Held
62.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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