Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 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 51,718 shares of DFIC stock, worth $1.7 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
51,718
Previous 37,067 39.53%
Holding current value
$1.7 Million
Previous $1.03 Billion 56.21%
% of portfolio
0.6%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.94 - $31.15 $365,395 - $456,378
14,651 Added 39.53%
51,718 $1.61 Billion
Q1 2025

May 08, 2025
SELL
$25.54 - $28.79 $20.2 Million - $22.8 Million
-790,726 Reduced 95.52%
37,067 $1.03 Billion
Q4 2024

Feb 07, 2025
BUY
$25.61 - $28.0 $20.9 Million - $22.9 Million
817,166 Added 7689.53%
827,793 $21.4 Million
Q3 2024

Nov 07, 2024
BUY
$25.36 - $28.37 $269,500 - $301,487
10,627 New
10,627 $299,000

Others Institutions Holding DFIC

# of Institutions
513
Shares Held
297M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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