Capital Planning LLC Dimensional ETF Tr Dimensional Transaction History

Capital Planning LLC

  • $362 Million
  • Q4 2024

A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Planning LLC holds 33,076 shares of DFSV stock, worth $1.05 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
33,076
Previous 33,209 0.4%
Holding current value
$1.05 Million
Previous $1.02 Million 0.39%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Jan 14, 2025
SELL
$30.18 - $33.87 $4,013 - $4,504
-133 Reduced 0.4%
33,076 $1.02 Million
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $60,794 - $68,218
2,152 Added 6.93%
33,209 $1.02 Million
Q2 2024

Jul 11, 2024
BUY
$27.81 - $30.13 $24,278 - $26,303
873 Added 2.89%
31,057 $893,000
Q1 2024

Apr 12, 2024
BUY
$27.45 - $30.1 $136,865 - $150,078
4,986 Added 19.79%
30,184 $908,000
Q4 2023

Jan 22, 2024
BUY
$23.61 - $29.53 $594,924 - $744,096
25,198 New
25,198 $733,000

Others Institutions Holding DFSV

# of Institutions
356
Shares Held
99.2M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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