Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Plan Group Financial, LLC holds 122,827 shares of DFIP stock, worth $5.08 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

122,827

Previous 120,235 2.16%

Holding current value

$5.08 Million

Previous $5.08 Million 2.16%

% of portfolio

2.66%

Previous 2.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$40.31 - $42.43 $104,483 - $109,978	2,592 Added 2.16%	122,827 $4.97 Million
Q3 2024 Oct 22, 2024	BUY	$40.69 - $42.46 $330,809 - $345,199	8,130 Added 7.25%	120,235 $5.08 Million
Q2 2024 Aug 05, 2024	BUY	$40.31 - $41.37 $331,831 - $340,557	8,232 Added 7.93%	112,105 $4.58 Million
Q1 2024 Apr 26, 2024	BUY	$40.58 - $41.54 $517,760 - $530,008	12,759 Added 14.0%	103,873 $4.28 Million
Q4 2023 Jan 29, 2024	SELL	$39.16 - $41.47 $2.21 Million - $2.34 Million	-56,436 Reduced 38.25%	91,114 $3.76 Million
Q3 2023 Nov 13, 2023	BUY	$39.65 - $41.67 $2.7 Million - $2.83 Million	68,009 Added 85.5%	147,550 $5.87 Million
Q2 2023 Aug 10, 2023	BUY	$41.16 - $43.19 $3.27 Million - $3.44 Million	79,541 New	79,541 $3.29 Million

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Plan Group Financial, LLC Dimensional ETF Tr Inflation P Transaction History