Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 15,490 shares of DFSV stock, worth $507,297. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,490
Previous 15,500 0.06%
Holding current value
$507,297
Previous $446,000 6.95%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$28.25 - $31.7 $282 - $317
-10 Reduced 0.06%
15,490 $477,000
Q2 2024

Aug 14, 2024
BUY
$27.81 - $30.13 $78,924 - $85,508
2,838 Added 22.41%
15,500 $446,000
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $298,949 - $373,908
12,662 New
12,662 $368,000

Others Institutions Holding DFSV

# of Institutions
339
Shares Held
95.1M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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