Essential Planning, Llc. Dimensional ETF Tr Us Marketwi Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Essential Planning, Llc. holds 6,075 shares of DFUV stock, worth $239,051. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,075

Previous 391,833 98.45%

Holding current value

$239,051

Previous $16 Million 1461.53%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$39.96 - $43.3 $15.4 Million - $16.7 Million	-385,758 Reduced 98.45%	6,075 $250 Million
Q4 2024 Feb 07, 2025	BUY	$40.38 - $44.35 $15.6 Million - $17.1 Million	385,808 Added 6403.45%	391,833 $16 Million
Q3 2024 Nov 07, 2024	BUY	$38.51 - $41.69 $1,001 - $1,083	26 Added 0.43%	6,025 $251,000
Q2 2024 Aug 14, 2024	BUY	$38.53 - $40.76 $1,849 - $1,956	48 Added 0.81%	5,999 $235,000
Q4 2023 Feb 13, 2024	BUY	$31.85 - $37.39 $732 - $859	23 Added 0.39%	5,951 $221,000
Q3 2023 Nov 08, 2023	BUY	$33.83 - $36.19 $1,014 - $1,085	30 Added 0.51%	5,928 $201,000
Q2 2023 Aug 10, 2023	SELL	$32.32 - $34.5 $11,570 - $12,351	-358 Reduced 5.72%	5,898 $203,000
Q1 2023 May 09, 2023	BUY	$31.9 - $35.83 $199,566 - $224,152	6,256 New	6,256 $209,000

Others Institutions Holding DFUV

# of Institutions

727

Shares Held

273M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Essential Planning, Llc. Dimensional ETF Tr Us Marketwi Transaction History