Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 8,731 shares of DFAR stock, worth $205,702. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,731

Previous 677,870 98.71%

Holding current value

$205,702

Previous $15.8 Million 1215.72%

% of portfolio

0.08%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$22.35 - $24.52 $15 Million - $16.4 Million	-669,139 Reduced 98.71%	8,731 $208 Million
Q4 2024 Feb 07, 2025	BUY	$22.72 - $25.76 $15.1 Million - $17.2 Million	666,799 Added 6022.93%	677,870 $15.8 Million
Q3 2024 Nov 07, 2024	SELL	$21.91 - $26.03 $7,712 - $9,162	-352 Reduced 3.08%	11,071 $283,000
Q2 2024 Aug 14, 2024	BUY	$20.41 - $22.23 $19,042 - $20,740	933 Added 8.89%	11,423 $252,000
Q1 2024 May 08, 2024	BUY	$21.28 - $22.96 $319 - $344	15 Added 0.14%	10,490 $234,000
Q4 2023 Feb 13, 2024	BUY	$18.45 - $23.08 $193,263 - $241,762	10,475 New	10,475 $238,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History