Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 256,073 shares of DFAE stock, worth $8.07 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
256,073
Previous 251,403 1.86%
Holding current value
$8.07 Million
Previous $6.51 Billion 13.9%
% of portfolio
2.76%
Previous 2.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.87 - $28.95 $106,802 - $135,196
4,670 Added 1.86%
256,073 $7.41 Billion
Q1 2025

May 08, 2025
SELL
$24.64 - $26.86 $377 Million - $411 Million
-15,292,921 Reduced 98.38%
251,403 $6.51 Billion
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $388 Million - $431 Million
15,300,066 Added 6263.9%
15,544,324 $394 Million
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
603
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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