Life Planning Partners, Inc Dimensional ETF Tr Transaction History

Life Planning Partners, Inc

$108 Million
Q1 2025

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 49,293 shares of DFAI stock, worth $1.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

49,293

Previous 42,788 15.2%

Holding current value

$1.7 Million

Previous $1.25 Million 23.22%

% of portfolio

1.42%

Previous 1.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$28.88 - $32.4 $187,864 - $210,762	6,505 Added 15.2%	49,293 $1.54 Million
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

646

Shares Held

235M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Life Planning Partners, Inc Dimensional ETF Tr Transaction History