Prosperity Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prosperity Planning, Inc. holds 95,557 shares of DFAC stock, worth $3.15 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

95,557

Previous 122,670 22.1%

Holding current value

$3.15 Million

Previous $3.92 Million 21.41%

% of portfolio

1.06%

Previous 1.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$30.09 - $32.37 $815,830 - $877,647	-27,113 Reduced 22.1%	95,557 $3.08 Million
Q1 2024 Apr 15, 2024	SELL	$28.62 - $31.95 $75,270 - $84,028	-2,630 Reduced 2.1%	122,670 $3.92 Million
Q4 2023 Feb 05, 2024	SELL	$24.91 - $29.38 $48,350 - $57,026	-1,941 Reduced 1.53%	125,300 $3.66 Million
Q3 2023 Oct 24, 2023	SELL	$26.05 - $28.22 $35,141 - $38,068	-1,349 Reduced 1.05%	127,241 $3.33 Million
Q2 2023 Jul 13, 2023	SELL	$24.86 - $27.15 $206,536 - $225,562	-8,308 Reduced 6.07%	128,590 $3.49 Million

Q1 2023 Apr 13, 2023	BUY	$24.18 - $26.58 $8,970 - $9,861	371 Added 0.27%	136,898 $3.49 Million
Q3 2022 Oct 12, 2022	BUY	$22.74 - $26.54 $239,383 - $279,386	10,527 Added 8.35%	136,527 $3.04 Million
Q4 2021 Jan 21, 2022	BUY	$26.63 - $29.09 $151,711 - $165,725	5,697 Added 4.74%	126,000 $3.65 Million
Q3 2021 Oct 08, 2021	BUY	$26.06 - $27.9 $3.14 Million - $3.36 Million	120,303 New	120,303 $3.2 Million

Others Institutions Holding DFAC

# of Institutions

851

Shares Held

690M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History