Partners In Financial Planning Dimensional ETF Tr Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Partners In Financial Planning holds 26,920 shares of DFAX stock, worth $797,639. This represents 0.14% of its overall portfolio holdings.

Number of Shares

26,920

Previous 26,869 0.19%

Holding current value

$797,639

Previous $668 Million 5.59%

% of portfolio

0.14%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$24.45 - $27.2 $1,246 - $1,387	51 Added 0.19%	26,920 $705 Million
Q4 2024 Feb 12, 2025	BUY	$24.76 - $27.04 $665,276 - $726,537	26,869 New	26,869 $668 Million
Q3 2024 Feb 26, 2025	SELL	$24.29 - $27.25 $34,564 - $38,776	-1,423 Reduced 5.02%	26,898 $727 Million
Q2 2024 Feb 26, 2025	SELL	$24.57 - $26.36 $41,842 - $44,891	-1,703 Reduced 5.67%	28,321 $720 Million
Q1 2024 Feb 26, 2025	BUY	$23.42 - $25.45 $444 - $483	19 Added 0.06%	30,024 $764 Million
Q4 2023 Feb 26, 2025	BUY	$21.44 - $24.42 $6,110 - $6,959	285 Added 0.96%	30,005 $733 Million
Q3 2023 Mar 04, 2025	BUY	$22.41 - $24.35 $67,476 - $73,317	3,011 Added 11.21%	29,880 $673 Million
Q2 2023 Feb 26, 2025	BUY	$22.56 - $24.03 $4,963 - $5,286	220 Added 0.75%	29,720 $693 Million
Q1 2023 Feb 26, 2025	BUY	$21.74 - $23.72 $57,197 - $62,407	2,631 Added 9.79%	29,500 $680 Million
Q4 2022 May 05, 2025	BUY	$18.81 - $22.36 $2,708 - $3,219	144 Added 0.49%	29,469 $641 Million
Q3 2022 May 05, 2025	BUY	$18.89 - $22.64 $3,607 - $4,324	191 Added 0.66%	29,325 $630 Million
Q2 2022 May 05, 2025	BUY	$21.22 - $25.37 $4,413 - $5,276	208 Added 0.72%	29,134 $625 Million
Q1 2022 May 05, 2025	SELL	$23.26 - $26.72 $2,070 - $2,378	-89 Reduced 0.31%	28,926 $694 Million
Q4 2021 May 05, 2025	BUY	$25.17 - $26.82 $52,731 - $56,187	2,095 Added 7.78%	29,015 $747 Million
Q3 2021 May 05, 2025	BUY	$25.83 - $27.21 $70,903 - $74,691	2,745 Added 10.2%	29,665 $768 Million

Others Institutions Holding DFAX

# of Institutions

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Partners In Financial Planning Dimensional ETF Tr Transaction History