Capital Planning LLC Dimensional ETF Tr Transaction History

Capital Planning LLC

  • $362 Million
  • Q4 2024

A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Planning LLC holds 37,921 shares of DFAX stock, worth $968,502. This represents 0.26% of its overall portfolio holdings.

Number of Shares
37,921
Previous 37,964 0.11%
Holding current value
$968,502
Previous $1.03 Million 8.1%
% of portfolio
0.26%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$24.76 - $27.04 $1,064 - $1,162
-43 Reduced 0.11%
37,921 $942,000
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
527
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC 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 Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email