Prosperity Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prosperity Planning, Inc. holds 91,903 shares of DFAC stock, worth $3.27 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
91,903
Previous 94,818
3.07%
Holding current value
$3.27 Million
Previous $3.25 Million
2.21%
% of portfolio
1.05%
Previous 1.05%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
975Shares Held
756MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$632 Million0.28% of portfolio