Life Planning Partners, Inc Dimensional ETF Tr Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 42,788 shares of DFAI stock, worth $1.34 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

42,788

Previous 1,249,421 96.58%

Holding current value

$1.34 Million

Previous $36.5 Million 96.58%

% of portfolio

1.16%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$29.0 - $31.6 $35 Million - $38.1 Million	-1,206,633 Reduced 96.58%	42,788 $1.25 Million
Q4 2024 Jan 29, 2025	BUY	$29.0 - $31.6 $35.1 Million - $38.2 Million	1,210,101 Added 3077.57%	1,249,421 $36.5 Million
Q3 2024 Oct 29, 2024	BUY	$28.69 - $32.06 $25,361 - $28,341	884 Added 2.3%	39,320 $1.25 Million
Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $432,937 - $462,568	14,965 Added 63.76%	38,436 $1.14 Million
Q1 2024 May 01, 2024	BUY	$27.74 - $30.27 $266,886 - $291,227	9,621 Added 69.47%	23,471 $709,000
Q4 2023 Jan 19, 2024	BUY	$24.88 - $28.69 $259,996 - $299,810	10,450 Added 307.35%	13,850 $396,000
Q1 2022 Apr 25, 2022	BUY	$25.94 - $30.08 $88,196 - $102,272	3,400 New	3,400 $96,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Account

Life Planning Partners, Inc Dimensional ETF Tr Transaction History