Asset Planning Corporation Dimensional ETF Tr Transaction History

Asset Planning Corporation

  • $187 Million
  • Q2 2025

A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Planning Corporation holds 477,625 shares of DFAI stock, worth $16.8 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
477,625
Previous 420,290 13.64%
Holding current value
$16.8 Million
Previous $13.1 Million 25.8%
% of portfolio
8.81%
Previous 7.79%

Shares

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

Jul 23, 2025
BUY
$28.02 - $34.71 $1.61 Million - $1.99 Million
57,335 Added 13.64%
477,625 $16.5 Million
Q1 2025

May 12, 2025
BUY
$28.88 - $32.4 $394,356 - $442,422
13,655 Added 3.36%
420,290 $13.1 Million
Q4 2024

Jan 24, 2025
BUY
$29.0 - $31.6 $1.48 Million - $1.62 Million
51,164 Added 14.39%
406,635 $11.9 Million
Q3 2024

Oct 21, 2024
BUY
$28.69 - $32.06 $10.2 Million - $11.4 Million
355,471 New
355,471 $11.3 Million

Others Institutions Holding DFAI

# of Institutions
657
Shares Held
240M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Asset Planning Corporation Portfolio

Follow Asset Planning Corporation and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Asset Planning Corporation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email