Essential Planning, Llc. Dimensional ETF Tr U S Core Eq Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Essential Planning, Llc. holds 88,272 shares of DFAC stock, worth $3.25 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

88,272

Previous 3,940,670 97.76%

Holding current value

$3.25 Million

Previous $136 Million 2035.8%

% of portfolio

1.17%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$32.42 - $36.13 $125 Million - $139 Million	-3,852,398 Reduced 97.76%	88,272 $2.91 Billion
Q4 2024 Feb 07, 2025	BUY	$33.92 - $36.6 $132 Million - $142 Million	3,882,889 Added 6720.01%	3,940,670 $136 Million
Q3 2024 Nov 07, 2024	BUY	$31.05 - $34.29 $420,541 - $464,423	13,544 Added 30.62%	57,781 $1.98 Million
Q2 2024 Aug 14, 2024	BUY	$30.09 - $32.37 $232,565 - $250,187	7,729 Added 21.17%	44,237 $1.43 Million
Q4 2023 Feb 13, 2024	BUY	$24.91 - $29.38 $452,465 - $533,658	18,164 Added 99.02%	36,508 $1.07 Million
Q3 2023 Nov 08, 2023	BUY	$26.05 - $28.22 $83,464 - $90,416	3,204 Added 21.16%	18,344 $480,000
Q2 2023 Aug 10, 2023	SELL	$24.86 - $27.15 $110,254 - $120,410	-4,435 Reduced 22.66%	15,140 $411,000
Q1 2023 May 09, 2023	BUY	$24.18 - $26.58 $66,809 - $73,440	2,763 Added 16.43%	19,575 $498,000
Q3 2022 Nov 09, 2022	BUY	$22.24 - $26.54 $373,898 - $446,190	16,812 New	16,812 $375,000

Others Institutions Holding DFAC

# of Institutions

1,118

Shares Held

829M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Essential Planning, Llc. Dimensional ETF Tr U S Core Eq Transaction History