Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 534,800 shares of DFAI stock, worth $19 Million. This represents 6.88% of its overall portfolio holdings.

Number of Shares
534,800
Previous 526,409 1.59%
Holding current value
$19 Million
Previous $16.4 Billion 12.46%
% of portfolio
6.88%
Previous 6.62%

Shares

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

Aug 14, 2025
BUY
$28.02 - $34.71 $235,115 - $291,251
8,391 Added 1.59%
534,800 $18.5 Billion
Q1 2025

May 08, 2025
SELL
$28.88 - $32.4 $917 Million - $1.03 Billion
-31,759,419 Reduced 98.37%
526,409 $16.4 Billion
Q4 2024

Feb 07, 2025
BUY
$29.0 - $31.6 $922 Million - $1 Billion
31,776,656 Added 6240.85%
32,285,828 $943 Million
Q3 2024

Nov 07, 2024
BUY
$28.69 - $32.06 $316,335 - $353,493
11,026 Added 2.21%
509,172 $16.2 Million
Q2 2024

Aug 14, 2024
BUY
$28.93 - $30.91 $1.08 Million - $1.16 Million
37,490 Added 8.14%
498,146 $14.8 Million
Q1 2024

May 08, 2024
BUY
$27.74 - $30.27 $22,719 - $24,791
819 Added 0.18%
460,656 $13.9 Million
Q4 2023

Feb 13, 2024
BUY
$24.88 - $28.69 $121,513 - $140,121
4,884 Added 1.07%
459,837 $13.2 Million
Q3 2023

Nov 08, 2023
BUY
$26.0 - $28.17 $796,770 - $863,269
30,645 Added 7.22%
454,953 $11.9 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $117,694 - $124,766
4,448 Added 1.06%
424,308 $11.6 Million
Q1 2023

May 09, 2023
BUY
$25.21 - $27.45 $2.45 Million - $2.66 Million
96,995 Added 30.04%
419,860 $11.3 Million
Q4 2022

Feb 14, 2023
BUY
$21.47 - $25.85 $6.69 Million - $8.06 Million
311,694 Added 2790.21%
322,865 $8.08 Million
Q3 2022

Nov 09, 2022
BUY
$21.44 - $25.78 $239,506 - $287,988
11,171 New
11,171 $241,000

Others Institutions Holding DFAI

# of Institutions
681
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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