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 15,854 shares of DFSV stock, worth $497,815. This represents 0.17% of its overall portfolio holdings.

Number of Shares

15,854

Previous 15,854 -0.0%

Holding current value

$497,815

Previous $467 Million 8.19%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.21 - $29.47 $85,170 - $103,675	3,518 Added 28.52%	15,854 $467 Million
Q1 2025 May 08, 2025	SELL	$27.56 - $32.1 $27.4 Million - $31.9 Million	-994,184 Reduced 98.77%	12,336 $347 Million
Q4 2024 Feb 07, 2025	BUY	$30.18 - $33.87 $29.9 Million - $33.6 Million	991,030 Added 6397.87%	1,006,520 $31 Million
Q3 2024 Nov 07, 2024	SELL	$28.25 - $31.7 $282 - $317	-10 Reduced 0.06%	15,490 $477,000
Q2 2024 Aug 14, 2024	BUY	$27.81 - $30.13 $78,924 - $85,508	2,838 Added 22.41%	15,500 $446,000
Q4 2023 Feb 13, 2024	BUY	$23.61 - $29.53 $298,949 - $373,908	12,662 New	12,662 $368,000

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History