Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 15,854 shares of DFSV stock, worth $497,974. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,854
Previous 12,336 28.52%
Holding current value
$497,974
Previous $347 Million 34.36%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Aug 14, 2025
BUY
$24.21 - $29.47 $85,170 - $103,675
3,518 Added 28.52%
15,854 $467 Million
Q1 2025

May 08, 2025
SELL
$27.56 - $32.1 $27.4 Million - $31.9 Million
-994,184 Reduced 98.77%
12,336 $347 Million
Q4 2024

Feb 07, 2025
BUY
$30.18 - $33.87 $29.9 Million - $33.6 Million
991,030 Added 6397.87%
1,006,520 $31 Million
Q3 2024

Nov 07, 2024
SELL
$28.25 - $31.7 $282 - $317
-10 Reduced 0.06%
15,490 $477,000
Q2 2024

Aug 14, 2024
BUY
$27.81 - $30.13 $78,924 - $85,508
2,838 Added 22.41%
15,500 $446,000
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $298,949 - $373,908
12,662 New
12,662 $368,000

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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