Essential Planning, Llc. Dimensional ETF Tr U S Equity Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Essential Planning, Llc. holds 6,583 shares of DFUS stock, worth $455,148. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,583
Previous 535,720 98.77%
Holding current value
$455,148
Previous $34.2 Million 1065.07%
% of portfolio
0.16%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$59.61 - $66.71 $31.5 Million - $35.3 Million
-529,137 Reduced 98.77%
6,583 $398 Million
Q4 2024

Feb 07, 2025
BUY
$61.52 - $66.5 $32.5 Million - $35.1 Million
527,474 Added 6396.73%
535,720 $34.2 Million
Q2 2024

Aug 14, 2024
BUY
$53.83 - $59.14 $81,606 - $89,656
1,516 Added 22.53%
8,246 $485,000
Q4 2023

Feb 13, 2024
BUY
$44.51 - $52.0 $299,552 - $349,960
6,730 New
6,730 $348,000

Others Institutions Holding DFUS

# of Institutions
791
Shares Held
196M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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