Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

$289 Million
Q1 2024

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 630,565 shares of DFAX stock, worth $16.3 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares

630,565

Previous 636,182 0.88%

Holding current value

$16.3 Million

Previous $15.5 Million 3.26%

% of portfolio

5.56%

Previous 5.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$23.42 - $25.45 $131,550 - $142,952	-5,617 Reduced 0.88%	630,565 $16 Million
Q4 2023 Feb 05, 2024	SELL	$21.44 - $24.42 $99,310 - $113,113	-4,632 Reduced 0.72%	636,182 $15.5 Million
Q3 2023 Oct 24, 2023	SELL	$22.41 - $24.35 $8,986 - $9,764	-401 Reduced 0.06%	640,814 $14.4 Million
Q2 2023 Jul 13, 2023	SELL	$22.56 - $24.03 $135,472 - $144,300	-6,005 Reduced 0.93%	641,215 $14.9 Million
Q1 2023 Apr 13, 2023	SELL	$21.74 - $23.72 $59,241 - $64,637	-2,725 Reduced 0.42%	647,220 $14.9 Million

Q3 2022 Oct 12, 2022	BUY	$19.38 - $22.64 $656,148 - $766,522	33,857 Added 5.5%	649,945 $12.3 Million
Q4 2021 Jan 21, 2022	BUY	$25.17 - $26.82 $511,706 - $545,250	20,330 Added 3.41%	616,088 $16.1 Million
Q3 2021 Oct 08, 2021	BUY	$25.83 - $27.21 $15.4 Million - $16.2 Million	595,758 New	595,758 $15.4 Million

Others Institutions Holding DFAX

# of Institutions

470

Shares Held

211M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Prosperity Planning, Inc. Dimensional ETF Tr Transaction History