Life Planning Partners, Inc Dimensional ETF Tr U S Equity Transaction History

Life Planning Partners, Inc

  • $99.6 Million
  • Q1 2024

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Life Planning Partners, Inc holds 21,238 shares of DFUS stock, worth $1.26 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
21,238
Previous 18,190 16.76%
Holding current value
$1.26 Million
Previous $942,000 28.45%
% of portfolio
1.22%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$50.79 - $56.98 $154,807 - $173,675
3,048 Added 16.76%
21,238 $1.21 Million
Q4 2023

Jan 19, 2024
SELL
$44.51 - $52.0 $21,231 - $24,804
-477 Reduced 2.56%
18,190 $942,000
Q4 2021

Feb 11, 2022
BUY
$47.05 - $51.98 $878,282 - $970,310
18,667 New
18,667 $967,000

Others Institutions Holding DFUS

# of Institutions
595
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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