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 39,320 shares of DFAI stock, worth $1.17 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
39,320
Previous 38,436 2.3%
Holding current value
$1.17 Million
Previous $1.14 Million 9.56%
% of portfolio
1.13%
Previous 1.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc 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 Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

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