Resource Planning Group Dimensional ETF Tr U S Core Eq Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Resource Planning Group holds 178,933 shares of DFAC stock, worth $6.2 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
178,933
Previous 10,285
1639.75%
Holding current value
$6.2 Million
Previous $269,000
1844.24%
% of portfolio
3.31%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
717MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio