Plan Group Financial, LLC Dimensional ETF Tr Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

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 169,472 shares of DFAI stock, worth $6.14 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

169,472

Previous 240,852 29.64%

Holding current value

$6.14 Million

Previous $8.33 Million 26.01%

% of portfolio

1.74%

Previous 2.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$34.05 - $36.55 $2.43 Million - $2.61 Million	-71,380 Reduced 29.64%	169,472 $6.16 Million
Q2 2025 Aug 13, 2025	SELL	$28.02 - $34.71 $2.75 Million - $3.41 Million	-98,264 Reduced 28.98%	240,852 $8.33 Million
Q1 2025 May 09, 2025	BUY	$28.88 - $32.4 $1.75 Million - $1.96 Million	60,613 Added 21.76%	339,116 $10.6 Million
Q4 2024 Jan 31, 2025	BUY	$29.0 - $31.6 $40,252 - $43,860	1,388 Added 0.5%	278,503 $8.13 Million
Q3 2024 Oct 22, 2024	BUY	$28.69 - $32.06 $394,257 - $440,568	13,742 Added 5.22%	277,115 $8.81 Million
Q2 2024 Aug 05, 2024	BUY	$28.93 - $30.91 $427,498 - $456,757	14,777 Added 5.94%	263,373 $7.81 Million
Q1 2024 Apr 26, 2024	BUY	$27.74 - $30.27 $848,289 - $925,656	30,580 Added 14.03%	248,596 $7.51 Million
Q4 2023 Jan 29, 2024	SELL	$24.88 - $28.69 $6.56 Million - $7.56 Million	-263,573 Reduced 54.73%	218,016 $6.24 Million
Q3 2023 Nov 13, 2023	SELL	$26.0 - $28.17 $2.69 Million - $2.91 Million	-103,313 Reduced 17.66%	481,589 $12.6 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $15.5 Million - $16.4 Million	584,902 New	584,902 $16 Million

Others Institutions Holding DFAI

# of Institutions

700

Shares Held

264M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Plan Group Financial, LLC Dimensional ETF Tr Transaction History