Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

$357 Million
Q4 2025

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 512,453 shares of DFAX stock, worth $16.4 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

512,453

Previous 542,419 5.52%

Holding current value

$16.4 Million

Previous $17 Million 3.63%

% of portfolio

4.59%

Previous 4.84%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$30.71 - $32.34 $920,255 - $969,100	-29,966 Reduced 5.52%	512,453 $16.4 Million
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

669

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Dimensional ETF Tr Transaction History