Resource Planning Group Dimensional ETF Tr Dimensional Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Resource Planning Group holds 88,515 shares of DFIC stock, worth $2.51 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
88,515Holding current value
$2.51 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio