Divergent Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History

Divergent Planning, LLC

$294 Million
Q4 2024

A detailed history of Divergent Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Divergent Planning, LLC holds 295,813 shares of DFCF stock, worth $12.2 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

295,813

Previous 291,939 1.33%

Holding current value

$12.2 Million

Previous $12.6 Million 2.97%

% of portfolio

4.16%

Previous 4.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$41.17 - $43.34 $159,492 - $167,899	3,874 Added 1.33%	295,813 $12.2 Million
Q3 2024 Oct 07, 2024	BUY	$41.34 - $43.55 $617,164 - $650,157	14,929 Added 5.39%	291,939 $12.6 Million
Q2 2024 Jul 12, 2024	BUY	$40.79 - $41.97 $1.78 Million - $1.83 Million	43,522 Added 18.64%	277,010 $11.5 Million
Q1 2024 Apr 12, 2024	SELL	$41.54 - $42.6 $3.27 Million - $3.35 Million	-78,722 Reduced 25.21%	233,488 $9.79 Million
Q4 2023 Jan 10, 2024	BUY	$39.52 - $42.54 $300,075 - $323,006	7,593 Added 2.49%	312,210 $13.2 Million
Q3 2023 Oct 13, 2023	BUY	$40.3 - $42.05 $319,538 - $333,414	7,929 Added 2.67%	304,617 $12.3 Million
Q2 2023 Jul 11, 2023	BUY	$41.55 - $42.94 $1.27 Million - $1.31 Million	30,559 Added 11.48%	296,688 $12.4 Million
Q1 2023 Apr 07, 2023	BUY	$41.26 - $43.27 $1.09 Million - $1.15 Million	26,537 Added 11.08%	266,129 $11.3 Million
Q4 2022 Jan 18, 2023	BUY	$39.82 - $42.74 $9.54 Million - $10.2 Million	239,592 New	239,592 $0

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

90.3M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Divergent Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Divergent Planning, LLC with notifications on news.

Account

Divergent Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History