Plan Group Financial, LLC Dimensional ETF Tr Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 314,926 shares of DFAE stock, worth $8.36 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

314,926

Previous 314,200 0.23%

Holding current value

$8.36 Million

Previous $8.61 Million 7.27%

% of portfolio

4.28%

Previous 4.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$25.36 - $28.15 $18,411 - $20,436	726 Added 0.23%	314,926 $7.99 Million
Q3 2024 Oct 22, 2024	BUY	$24.46 - $27.82 $418,241 - $475,694	17,099 Added 5.76%	314,200 $8.61 Million
Q2 2024 Aug 05, 2024	BUY	$24.03 - $26.3 $382,173 - $418,275	15,904 Added 5.66%	297,101 $7.69 Million
Q1 2024 Apr 26, 2024	BUY	$22.74 - $24.88 $851,908 - $932,079	37,463 Added 15.37%	281,197 $6.95 Million
Q4 2023 Jan 29, 2024	SELL	$21.63 - $24.11 $4 Million - $4.46 Million	-185,098 Reduced 43.16%	243,734 $5.88 Million
Q3 2023 Nov 13, 2023	SELL	$22.43 - $24.83 $2.41 Million - $2.67 Million	-107,637 Reduced 20.06%	428,832 $9.68 Million
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $12 Million - $13 Million	536,469 New	536,469 $12.6 Million

Others Institutions Holding DFAE

# of Institutions

535

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Plan Group Financial, LLC Dimensional ETF Tr Transaction History