Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 542,419 shares of DFAX stock, worth $17.4 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares

542,419

Previous 562,068 3.5%

Holding current value

$17.4 Million

Previous $16.5 Million 3.11%

% of portfolio

4.84%

Previous 5.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$29.25 - $31.56 $574,733 - $620,122	-19,649 Reduced 3.5%	542,419 $17 Million
Q2 2025 Jul 11, 2025	SELL	$23.37 - $29.39 $761,277 - $957,379	-32,575 Reduced 5.48%	562,068 $16.5 Million
Q1 2025 Apr 10, 2025	SELL	$24.45 - $27.2 $250,734 - $278,936	-10,255 Reduced 1.7%	594,643 $15.7 Million
Q4 2024 Jan 16, 2025	SELL	$24.76 - $27.04 $73,933 - $80,741	-2,986 Reduced 0.49%	604,898 $15 Million
Q3 2024 Oct 07, 2024	SELL	$24.29 - $27.25 $284,630 - $319,315	-11,718 Reduced 1.89%	607,884 $16.4 Million

Q2 2024 Jul 23, 2024	SELL	$24.57 - $26.36 $269,360 - $288,984	-10,963 Reduced 1.74%	619,602 $15.8 Million
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	$18.89 - $22.64 $639,558 - $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

666

Shares Held

257M

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