Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History

Asset Planning Corporation

$152 Million
Q3 2024

A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 327,661 shares of DFAR stock, worth $7.87 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

327,661

Previous 334,373 2.01%

Holding current value

$7.87 Million

Previous $7.39 Million 13.7%

% of portfolio

5.51%

Previous 5.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$21.91 - $26.03 $147,059 - $174,713	-6,712 Reduced 2.01%	327,661 $8.4 Million
Q2 2024 Jul 31, 2024	SELL	$20.41 - $22.23 $7,306 - $7,958	-358 Reduced 0.11%	334,373 $7.39 Million
Q1 2024 Apr 29, 2024	SELL	$21.28 - $22.96 $44,262 - $47,756	-2,080 Reduced 0.62%	334,731 $7.49 Million
Q4 2023 Jan 18, 2024	BUY	$18.45 - $23.08 $650,620 - $813,893	35,264 Added 11.69%	336,811 $7.66 Million
Q3 2023 Oct 16, 2023	BUY	$19.26 - $22.35 $287,205 - $333,283	14,912 Added 5.2%	301,547 $5.89 Million
Q2 2023 Jul 12, 2023	BUY	$20.22 - $21.63 $721,570 - $771,888	35,686 Added 14.22%	286,635 $6.17 Million
Q1 2023 Apr 14, 2023	BUY	$19.83 - $23.92 $61,710 - $74,439	3,112 Added 1.26%	250,949 $5.39 Million
Q4 2022 Jan 27, 2023	BUY	$19.45 - $22.52 $687,868 - $796,442	35,366 Added 16.65%	247,837 $0
Q3 2022 Oct 31, 2022	BUY	$20.34 - $25.89 $295,906 - $376,647	14,548 Added 7.35%	212,471 $4.37 Million
Q2 2022 Jul 27, 2022	BUY	$21.92 - $28.24 $255,236 - $328,826	11,644 Added 6.25%	197,923 $4.57 Million
Q1 2022 May 13, 2022	BUY	$25.09 - $27.58 $4.67 Million - $5.14 Million	186,279 New	186,279 $5.05 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History