Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 244,258 shares of DFAE stock, worth $6.25 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

244,258

Previous 238,605 2.37%

Holding current value

$6.25 Million

Previous $6.17 Million 8.47%

% of portfolio

2.76%

Previous 2.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$24.46 - $27.82 $138,272 - $157,266	5,653 Added 2.37%	244,258 $6.7 Million
Q2 2024 Aug 14, 2024	BUY	$24.03 - $26.3 $657,100 - $719,173	27,345 Added 12.94%	238,605 $6.17 Million
Q1 2024 May 08, 2024	BUY	$22.74 - $24.88 $9,186 - $10,051	404 Added 0.19%	211,260 $5.22 Million
Q4 2023 Feb 13, 2024	BUY	$21.63 - $24.11 $144,401 - $160,958	6,676 Added 3.27%	210,856 $5.08 Million
Q3 2023 Nov 08, 2023	BUY	$22.43 - $24.83 $392,278 - $434,251	17,489 Added 9.37%	204,180 $4.61 Million
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $94,286 - $102,375	4,213 Added 2.31%	186,691 $4.38 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $1.02 Million - $1.14 Million	46,615 Added 34.31%	182,478 $4.2 Million
Q4 2022 Feb 14, 2023	BUY	$19.67 - $22.73 $2.67 Million - $3.09 Million	135,863 New	135,863 $2.98 Million

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Dimensional ETF Tr Transaction History