Life Planning Partners, Inc Dimensional ETF Tr Dimensional Transaction History

Life Planning Partners, Inc

  • $120 Million
  • Q2 2025

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Life Planning Partners, Inc holds 11,374 shares of DFIC stock, worth $356,119. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,374
Previous 10,728 6.02%
Holding current value
$356,119
Previous $297,000 18.86%
% of portfolio
0.29%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$24.94 - $31.15 $16,111 - $20,122
646 Added 6.02%
11,374 $353,000
Q1 2025

Apr 17, 2025
BUY
$25.54 - $28.79 $10,573 - $11,919
414 Added 4.01%
10,728 $297,000
Q4 2024

Feb 12, 2025
SELL
$25.61 - $28.0 $6.56 Million - $7.18 Million
-256,251 Reduced 96.13%
10,314 $266,000
Q4 2024

Jan 29, 2025
BUY
$25.61 - $28.0 $6.56 Million - $7.18 Million
256,251 Added 2484.5%
266,565 $6.89 Million
Q1 2024

May 01, 2024
BUY
$24.62 - $26.83 $253,930 - $276,724
10,314 New
10,314 $275,000

Others Institutions Holding DFIC

# of Institutions
494
Shares Held
292M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email