Financial Planning & Information Services, Inc. Dimensional ETF Tr Dimensional Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 9,916 shares of DFSV stock, worth $318,204. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,916

Previous 10,820 8.35%

Holding current value

$318,204

Previous $311,000 1.93%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$28.25 - $31.7 $25,538 - $28,656	-904 Reduced 8.35%	9,916 $305,000
Q1 2024 May 14, 2024	SELL	$27.45 - $30.1 $12,489 - $13,695	-455 Reduced 4.04%	10,820 $325,000
Q3 2023 Nov 14, 2023	SELL	$24.97 - $27.69 $2,846 - $3,156	-114 Reduced 1.0%	11,275 $285,000
Q2 2023 Aug 11, 2023	SELL	$23.17 - $25.7 $100,302 - $111,255	-4,329 Reduced 27.54%	11,389 $292,000
Q1 2023 May 02, 2023	BUY	$23.74 - $28.31 $18,256 - $21,770	769 Added 5.14%	15,718 $391,000
Q4 2022 Feb 13, 2023	BUY	$22.47 - $26.46 $335,904 - $395,550	14,949 New	14,949 $370,000

Others Institutions Holding DFSV

# of Institutions

480

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Financial Planning & Information Services, Inc. Dimensional ETF Tr Dimensional Transaction History