Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025
Number of Shares
4,085
Previous 104,952 96.11%
Holding current value
$207 Million
Previous $0 Infinity%
% of portfolio
0.08%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-100,867 Reduced 96.11%
4,085 $207 Million
Q4 2024

Feb 07, 2025
BUY
N/A
104,952 New
104,952 $0
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