Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$269 Billion
Q2 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 1,269,662 shares of DFAU stock, worth $56.2 Million. This represents 20.02% of its overall portfolio holdings.

Number of Shares

1,269,662

Previous 1,253,243 1.31%

Holding current value

$56.2 Million

Previous $48.2 Billion 11.64%

% of portfolio

20.02%

Previous 19.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.04 - $42.36 $558,902 - $695,508	16,419 Added 1.31%	1,269,662 $53.8 Billion
Q1 2025 May 08, 2025	SELL	$37.84 - $42.29 $2.9 Billion - $3.24 Billion	-76,559,683 Reduced 98.39%	1,253,243 $48.2 Billion
Q4 2024 Feb 07, 2025	BUY	$39.27 - $42.38 $3.01 Billion - $3.25 Billion	76,574,185 Added 6181.61%	77,812,926 $3.15 Billion
Q3 2024 Nov 07, 2024	BUY	$35.8 - $39.69 $503,813 - $558,557	14,073 Added 1.15%	1,238,741 $49.2 Million
Q2 2024 Aug 14, 2024	BUY	$34.53 - $37.67 $1.59 Million - $1.73 Million	45,938 Added 3.9%	1,224,668 $45.9 Million
Q1 2024 May 08, 2024	BUY	$32.59 - $36.54 $48,559 - $54,444	1,490 Added 0.13%	1,178,730 $43.1 Million
Q4 2023 Feb 13, 2024	BUY	$28.58 - $33.37 $26,836 - $31,334	939 Added 0.08%	1,177,240 $39.1 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $1.91 Million - $2.06 Million	64,189 Added 5.77%	1,176,301 $35.2 Million
Q2 2023 Aug 10, 2023	BUY	$28.25 - $30.99 $333,265 - $365,589	11,797 Added 1.07%	1,112,112 $34.5 Million
Q1 2023 May 09, 2023	BUY	$26.87 - $29.65 $4.91 Million - $5.42 Million	182,743 Added 19.92%	1,100,315 $31.7 Million
Q4 2022 Feb 14, 2023	BUY	$25.24 - $28.83 $22.2 Million - $25.4 Million	880,762 Added 2392.72%	917,572 $24.8 Million
Q3 2022 Nov 09, 2022	BUY	$25.15 - $30.14 $925,771 - $1.11 Million	36,810 New	36,810 $926,000

Others Institutions Holding DFAU

# of Institutions

533

Shares Held

140M

Call Options Held

58.3K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Dimensional ETF Tr Transaction History