Life Planning Partners, Inc Dimensional ETF Tr Transaction History

Life Planning Partners, Inc

$120 Million
Q2 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 46,761 shares of DFAX stock, worth $1.48 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

46,761

Previous 46,755 0.01%

Holding current value

$1.48 Million

Previous $1.22 Million 12.17%

% of portfolio

1.15%

Previous 1.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$23.37 - $29.39 $140 - $176	6 Added 0.01%	46,761 $1.37 Million
Q1 2025 Apr 17, 2025	BUY	$24.45 - $27.2 $11,100 - $12,348	454 Added 0.98%	46,755 $1.22 Million
Q4 2024 Feb 12, 2025	SELL	$24.76 - $27.04 $27.4 Million - $29.9 Million	-1,104,739 Reduced 95.98%	46,301 $1.15 Million
Q4 2024 Jan 29, 2025	BUY	$24.76 - $27.04 $27.4 Million - $29.9 Million	1,104,739 Added 2385.99%	1,151,040 $28.6 Million
Q3 2024 Oct 29, 2024	SELL	$24.29 - $27.25 $7,287 - $8,175	-300 Reduced 0.64%	46,301 $1.25 Million
Q2 2022 Jul 20, 2022	SELL	$21.22 - $25.37 $12,137 - $14,511	-572 Reduced 1.21%	46,601 $1 Million
Q4 2021 Feb 11, 2022	BUY	$25.17 - $26.82 $1.19 Million - $1.27 Million	47,173 New	47,173 $1.23 Million

Others Institutions Holding DFAX

# of Institutions

655

Shares Held

254M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Life Planning Partners, Inc Dimensional ETF Tr Transaction History