Consolidated Planning Corp Dimensional ETF Tr U S Equity Transaction History

Consolidated Planning Corp

$656 Million
Q4 2024

A detailed history of Consolidated Planning Corp transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Consolidated Planning Corp holds 96,536 shares of DFUS stock, worth $6.03 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

96,536

Previous 98,953 2.44%

Holding current value

$6.03 Million

Previous $6.15 Million 0.06%

% of portfolio

0.94%

Previous 1.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$61.52 - $66.5 $148,693 - $160,730	-2,417 Reduced 2.44%	96,536 $6.16 Million
Q3 2024 Oct 31, 2024	SELL	$56.04 - $62.2 $734,292 - $815,006	-13,103 Reduced 11.69%	98,953 $6.15 Million
Q2 2024 Aug 02, 2024	SELL	$53.83 - $59.14 $400,602 - $440,119	-7,442 Reduced 6.23%	112,056 $6.59 Million
Q1 2024 May 02, 2024	SELL	$50.79 - $56.98 $1.91 Million - $2.15 Million	-37,652 Reduced 23.96%	119,498 $6.81 Million
Q4 2023 Feb 02, 2024	SELL	$44.51 - $52.0 $14,643 - $17,108	-329 Reduced 0.21%	157,150 $8.15 Million
Q3 2023 Nov 08, 2023	SELL	$46.29 - $49.87 $85,775 - $92,409	-1,853 Reduced 1.16%	157,479 $7.33 Million
Q2 2023 Aug 14, 2023	SELL	$43.77 - $48.16 $91,172 - $100,317	-2,083 Reduced 1.29%	159,332 $7.67 Million
Q1 2023 May 04, 2023	SELL	$41.24 - $45.43 $204,426 - $225,196	-4,957 Reduced 2.98%	161,415 $7.17 Million
Q4 2022 Feb 10, 2023	BUY	$38.86 - $44.32 $6.47 Million - $7.37 Million	166,372 New	166,372 $6.92 Million

Others Institutions Holding DFUS

# of Institutions

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

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Consolidated Planning Corp Dimensional ETF Tr U S Equity Transaction History