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

Essential Planning, Llc.

  • $290 Billion
  • Q3 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 154,359 shares of DFAC stock, worth $5.96 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
154,359
Previous 111,426 38.53%
Holding current value
$5.96 Million
Previous $3.99 Billion 49.08%
% of portfolio
2.05%
Previous 1.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$36.04 - $38.78 $1.55 Million - $1.66 Million
42,933 Added 38.53%
154,359 $5.95 Billion
Q2 2025

Aug 14, 2025
BUY
$29.12 - $35.84 $674,244 - $829,839
23,154 Added 26.23%
111,426 $3.99 Billion
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
1,176
Shares Held
809M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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