Essential Planning, Llc. Dimensional ETF Tr U S Core Eq Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Essential Planning, Llc. holds 3,940,670 shares of DFAC stock, worth $139 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

3,940,670

Previous 57,781 6720.01%

Holding current value

$139 Million

Previous $1.98 Million 6782.74%

% of portfolio

0.91%

Previous 0.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.92 - $36.6 $132 Million - $142 Million	3,882,889 Added 6720.01%	3,940,670 $136 Million
Q3 2024 Nov 07, 2024	BUY	$31.05 - $34.29 $420,541 - $464,423	13,544 Added 30.62%	57,781 $1.98 Million
Q2 2024 Aug 14, 2024	BUY	$30.09 - $32.37 $232,565 - $250,187	7,729 Added 21.17%	44,237 $1.43 Million
Q4 2023 Feb 13, 2024	BUY	$24.91 - $29.38 $452,465 - $533,658	18,164 Added 99.02%	36,508 $1.07 Million
Q3 2023 Nov 08, 2023	BUY	$26.05 - $28.22 $83,464 - $90,416	3,204 Added 21.16%	18,344 $480,000
Q2 2023 Aug 10, 2023	SELL	$24.86 - $27.15 $110,254 - $120,410	-4,435 Reduced 22.66%	15,140 $411,000
Q1 2023 May 09, 2023	BUY	$24.18 - $26.58 $66,809 - $73,440	2,763 Added 16.43%	19,575 $498,000
Q3 2022 Nov 09, 2022	BUY	$22.24 - $26.54 $373,898 - $446,190	16,812 New	16,812 $375,000

Others Institutions Holding DFAC

# of Institutions

1,054

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Dimensional ETF Tr U S Core Eq Transaction History