Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 581,400 shares of DFAX stock, worth $15.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

581,400

Previous 8,944 6400.45%

Holding current value

$15.3 Million

Previous $241,000 5897.1%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.76 - $27.04 $14.2 Million - $15.5 Million	572,456 Added 6400.45%	581,400 $14.5 Million
Q3 2024 Nov 07, 2024	BUY	$24.29 - $27.25 $72 - $81	3 Added 0.03%	8,944 $241,000
Q2 2024 Aug 14, 2024	BUY	$24.57 - $26.36 $122 - $131	5 Added 0.06%	8,941 $227,000
Q4 2023 Feb 13, 2024	BUY	$21.44 - $24.42 $32,374 - $36,874	1,510 Added 20.33%	8,936 $218,000
Q3 2023 Nov 08, 2023	SELL	$22.41 - $24.35 $98,828 - $107,383	-4,410 Reduced 37.26%	7,426 $167,000
Q2 2023 Aug 10, 2023	SELL	$22.56 - $24.03 $93,060 - $99,123	-4,125 Reduced 25.84%	11,836 $275,000
Q1 2023 May 09, 2023	BUY	$21.74 - $23.72 $23,783 - $25,949	1,094 Added 7.36%	15,961 $368,000
Q3 2022 Nov 09, 2022	BUY	$18.89 - $22.64 $280,837 - $336,588	14,867 New	14,867 $281,000

Others Institutions Holding DFAX

# of Institutions

571

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Essential Planning, Llc. Dimensional ETF Tr Transaction History