Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 251,403 shares of DFAE stock, worth $6.53 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

251,403

Previous 15,544,324 98.38%

Holding current value

$6.53 Million

Previous $394 Million 1551.12%

% of portfolio

2.62%

Previous 2.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$24.64 - $26.86 $377 Million - $411 Million	-15,292,921 Reduced 98.38%	251,403 $6.51 Billion
Q4 2024 Feb 07, 2025	BUY	$25.36 - $28.15 $388 Million - $431 Million	15,300,066 Added 6263.9%	15,544,324 $394 Million
Q3 2024 Nov 07, 2024	BUY	$24.46 - $27.82 $138,272 - $157,266	5,653 Added 2.37%	244,258 $6.7 Million
Q2 2024 Aug 14, 2024	BUY	$24.03 - $26.3 $657,100 - $719,173	27,345 Added 12.94%	238,605 $6.17 Million
Q1 2024 May 08, 2024	BUY	$22.74 - $24.88 $9,186 - $10,051	404 Added 0.19%	211,260 $5.22 Million
Q4 2023 Feb 13, 2024	BUY	$21.63 - $24.11 $144,401 - $160,958	6,676 Added 3.27%	210,856 $5.08 Million
Q3 2023 Nov 08, 2023	BUY	$22.43 - $24.83 $392,278 - $434,251	17,489 Added 9.37%	204,180 $4.61 Million
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $94,286 - $102,375	4,213 Added 2.31%	186,691 $4.38 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $1.02 Million - $1.14 Million	46,615 Added 34.31%	182,478 $4.2 Million
Q4 2022 Feb 14, 2023	BUY	$19.67 - $22.73 $2.67 Million - $3.09 Million	135,863 New	135,863 $2.98 Million

Others Institutions Holding DFAE

# of Institutions

551

Shares Held

157M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Dimensional ETF Tr Transaction History