Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 14,420 shares of DFAE stock, worth $461,007. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,420

Previous 14,638 1.49%

Holding current value

$461,007

Previous $380,000 9.74%

% of portfolio

0.13%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$22.87 - $28.95 $4,985 - $6,311	-218 Reduced 1.49%	14,420 $417,000
Q1 2025 Apr 10, 2025	SELL	$24.64 - $26.86 $7,047 - $7,681	-286 Reduced 1.92%	14,638 $380,000
Q4 2024 Jan 16, 2025	SELL	$25.36 - $28.15 $20,516 - $22,773	-809 Reduced 5.14%	14,924 $378,000
Q3 2024 Oct 07, 2024	SELL	$24.46 - $27.82 $660 - $751	-27 Reduced 0.17%	15,733 $431,000
Q2 2024 Jul 23, 2024	SELL	$24.03 - $26.3 $31,335 - $34,295	-1,304 Reduced 7.64%	15,760 $407,000
Q1 2024 Apr 15, 2024	SELL	$22.74 - $24.88 $454 - $497	-20 Reduced 0.12%	17,064 $421,000
Q4 2023 Feb 05, 2024	SELL	$21.63 - $24.11 $7,916 - $8,824	-366 Reduced 2.1%	17,084 $411,000
Q3 2023 Oct 24, 2023	BUY	$22.43 - $24.83 $426 - $471	19 Added 0.11%	17,450 $393,000
Q2 2023 Jul 13, 2023	SELL	$22.38 - $24.3 $44 - $48	-2 Reduced 0.01%	17,431 $408,000
Q1 2023 Apr 13, 2023	BUY	$21.78 - $24.36 $23,544 - $26,333	1,081 Added 6.61%	17,433 $401,000
Q3 2022 Oct 12, 2022	BUY	$20.09 - $23.68 $328,511 - $387,215	16,352 New	16,352 $329,000

Others Institutions Holding DFAE

# of Institutions

604

Shares Held

174M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Dimensional ETF Tr Transaction History