Planned Solutions, Inc. Dimensional ETF Tr Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$35.8 - $39.69 $139,942 - $155,148	3,909 New	3,909 $155,000
Q4 2023 Jan 17, 2024	BUY	$28.58 - $33.37 $111,719 - $130,443	3,909 New	3,909 $129,000

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

0

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$78.4 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.08 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$196 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$164 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$144 Million
1.81% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
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