Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Essential Planning, Llc. holds 227,808 shares of DFCF stock, worth $9.69 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
227,808
Previous 218,149 4.43%
Holding current value
$9.69 Million
Previous $9.18 Billion 4.92%
% of portfolio
3.58%
Previous 3.7%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$41.1 - $42.37 $396,984 - $409,251
9,659 Added 4.43%
227,808 $9.63 Billion
Q1 2025

May 08, 2025
SELL
$40.79 - $42.32 $463 Million - $480 Million
-11,339,026 Reduced 98.11%
218,149 $9.18 Billion
Q4 2024

Feb 07, 2025
BUY
$41.17 - $43.34 $468 Million - $493 Million
11,364,629 Added 5902.29%
11,557,175 $478 Million
Q3 2024

Nov 07, 2024
SELL
$41.34 - $43.55 $199,548 - $210,215
-4,827 Reduced 2.45%
192,546 $8.32 Million
Q2 2024

Aug 14, 2024
BUY
$40.79 - $41.97 $561,800 - $578,052
13,773 Added 7.5%
197,373 $8.2 Million
Q1 2024

May 08, 2024
BUY
$41.54 - $42.6 $64,054 - $65,689
1,542 Added 0.85%
183,600 $7.7 Million
Q4 2023

Feb 13, 2024
BUY
$39.52 - $42.54 $1.39 Million - $1.49 Million
35,057 Added 23.85%
182,058 $7.72 Million
Q3 2023

Nov 08, 2023
BUY
$40.3 - $42.05 $366,085 - $381,982
9,084 Added 6.59%
147,001 $5.93 Million
Q2 2023

Aug 10, 2023
BUY
$41.55 - $42.94 $204,716 - $211,565
4,927 Added 3.7%
137,917 $5.76 Million
Q1 2023

May 09, 2023
BUY
$41.26 - $43.27 $5.16 Million - $5.41 Million
125,103 Added 1586.19%
132,990 $5.65 Million
Q4 2022

Feb 14, 2023
BUY
$39.82 - $42.74 $314,060 - $337,090
7,887 New
7,887 $327,000

Others Institutions Holding DFCF

# of Institutions
425
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email