Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 78,951 shares of DFIC stock, worth $2.64 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
78,951
Previous 51,718 52.66%
Holding current value
$2.64 Million
Previous $1.61 Billion 61.0%
% of portfolio
0.89%
Previous 0.6%

Shares

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

Oct 28, 2025
BUY
$30.76 - $33.01 $837,687 - $898,961
27,233 Added 52.66%
78,951 $2.59 Billion
Q2 2025

Aug 14, 2025
BUY
$24.94 - $31.15 $365,395 - $456,378
14,651 Added 39.53%
51,718 $1.61 Billion
Q1 2025

May 08, 2025
SELL
$25.54 - $28.79 $20.2 Million - $22.8 Million
-790,726 Reduced 95.52%
37,067 $1.03 Billion
Q4 2024

Feb 07, 2025
BUY
$25.61 - $28.0 $20.9 Million - $22.9 Million
817,166 Added 7689.53%
827,793 $21.4 Million
Q3 2024

Nov 07, 2024
BUY
$25.36 - $28.37 $269,500 - $301,487
10,627 New
10,627 $299,000

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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