Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 1,253,243 shares of DFAU stock, worth $55.5 Million. This represents 19.41% of its overall portfolio holdings.

Number of Shares
1,253,243
Previous 77,812,926 98.39%
Holding current value
$55.5 Million
Previous $3.15 Billion 1429.04%
% of portfolio
19.41%
Previous 21.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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