Capital Planning LLC Dimensional ETF Tr Dimensional Transaction History

Capital Planning LLC

$337 Million
Q1 2025

A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Planning LLC holds 32,111 shares of DFSV stock, worth $937,320. This represents 0.27% of its overall portfolio holdings.

Number of Shares

32,111

Previous 33,076 2.92%

Holding current value

$937,320

Previous $1.02 Million 11.3%

% of portfolio

0.27%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$27.56 - $32.1 $26,595 - $30,976	-965 Reduced 2.92%	32,111 $903,000
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

441

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Capital Planning LLC Dimensional ETF Tr Dimensional Transaction History