Capital Planning LLC Dimensional ETF Tr Transaction History

Capital Planning LLC

  • $343 Million
  • Q3 2024

A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Planning LLC holds 37,964 shares of DFAX stock, worth $957,452. This represents 0.3% of its overall portfolio holdings.

Number of Shares
37,964
Previous 35,444 7.11%
Holding current value
$957,452
Previous $900,000 13.89%
% of portfolio
0.3%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$24.29 - $27.25 $61,210 - $68,670
2,520 Added 7.11%
37,964 $1.03 Million
Q2 2024

Jul 11, 2024
BUY
$24.57 - $26.36 $18,722 - $20,086
762 Added 2.2%
35,444 $900,000
Q1 2024

Apr 12, 2024
BUY
$23.42 - $25.45 $114,734 - $124,679
4,899 Added 16.45%
34,682 $882,000
Q4 2023

Jan 22, 2024
BUY
$21.44 - $24.42 $638,547 - $727,300
29,783 New
29,783 $727,000

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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