Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025
Number of Shares
31,188
Previous 717,679 95.65%
Holding current value
$1.91 Billion
Previous $0 Infinity%
% of portfolio
0.77%
Previous 0.0%

Shares

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

May 08, 2025
SELL
N/A
-686,491 Reduced 95.65%
31,188 $1.91 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
708,308 Added 7558.51%
717,679 $0
Q3 2024

Nov 07, 2024
BUY
N/A
9,371 New
9,371 $0
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