Planning Center, Inc. Dimensional ETF Tr Short Durat Transaction History
Planning Center, Inc.
- $592 Million
- Q3 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 2,012,344 shares of DFSD stock, worth $94.2 Million. This represents 16.23% of its overall portfolio holdings.
Number of Shares
2,012,344
Previous 1,972,246
2.03%
Holding current value
$94.2 Million
Previous $92.7 Million
3.64%
% of portfolio
16.23%
Previous 16.69%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$93.6 Million15.04% of portfolio