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

Life Planning Partners, Inc

$108 Million
Q1 2025

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 30,523 shares of DFUS stock, worth $1.83 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

30,523

Previous 27,696 10.21%

Holding current value

$1.83 Million

Previous $1.77 Million 4.53%

% of portfolio

1.7%

Previous 1.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$59.61 - $66.71 $168,517 - $188,589	2,827 Added 10.21%	30,523 $1.85 Million
Q4 2024 Feb 12, 2025	SELL	$61.52 - $66.5 $107 Million - $116 Million	-1,737,951 Reduced 98.43%	27,696 $1.77 Million
Q4 2024 Jan 29, 2025	BUY	$61.52 - $66.5 $107 Million - $116 Million	1,739,268 Added 6593.38%	1,765,647 $113 Million
Q3 2024 Oct 29, 2024	BUY	$56.04 - $62.2 $77,167 - $85,649	1,377 Added 5.51%	26,379 $1.64 Million
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $202,616 - $222,602	3,764 Added 17.72%	25,002 $1.47 Million
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

744

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

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