Essential Planning, Llc. Dimensional ETF Tr Short Durat Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Essential Planning, Llc. holds 4,168,547 shares of DFSD stock, worth $197 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

4,168,547

Previous 67,011 6120.69%

Holding current value

$197 Million

Previous $3.2 Million 6008.82%

% of portfolio

1.31%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$46.75 - $47.8 $192 Million - $196 Million	4,101,536 Added 6120.69%	4,168,547 $195 Million
Q3 2024 Nov 07, 2024	BUY	$47.0 - $47.84 $425,726 - $433,334	9,058 Added 15.63%	67,011 $3.2 Million
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $222,006 - $224,434	4,760 Added 8.95%	57,953 $2.72 Million
Q4 2023 Feb 13, 2024	BUY	$46.16 - $47.09 $491,603 - $501,508	10,650 Added 25.03%	53,193 $2.5 Million
Q3 2023 Nov 08, 2023	SELL	$46.24 - $46.65 $12,161 - $12,268	-263 Reduced 0.61%	42,543 $1.97 Million
Q2 2023 Aug 10, 2023	BUY	$46.28 - $46.83 $133,934 - $135,526	2,894 Added 7.25%	42,806 $1.98 Million
Q1 2023 May 09, 2023	BUY	$46.1 - $46.75 $1.84 Million - $1.87 Million	39,912 New	39,912 $1.86 Million

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Essential Planning, Llc. Dimensional ETF Tr Short Durat Transaction History