A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 23,362 shares of DFIV stock, worth $858,553. This represents 0.29% of its overall portfolio holdings.

Number of Shares
23,362
Previous 24,200 3.46%
Holding current value
$858,553
Previous $889,000 5.62%
% of portfolio
0.29%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$35.5 - $38.02 $29,749 - $31,860
-838 Reduced 3.46%
23,362 $839,000
Q1 2024

Apr 15, 2024

BUY
$33.15 - $36.75 $6,762 - $7,497
204 Added 0.85%
24,200 $889,000
Q4 2023

Feb 05, 2024

BUY
$30.86 - $34.46 $50,764 - $56,686
1,645 Added 7.36%
23,996 $824,000
Q3 2023

Oct 24, 2023

SELL
$32.1 - $34.42 $2,086 - $2,237
-65 Reduced 0.29%
22,351 $729,000
Q2 2023

Jul 13, 2023

BUY
$31.45 - $33.77 $10,598 - $11,380
337 Added 1.53%
22,416 $736,000
Q1 2023

Apr 13, 2023

BUY
$30.43 - $33.38 $79,909 - $87,655
2,626 Added 13.5%
22,079 $711,000
Q3 2022

Oct 12, 2022

BUY
$25.71 - $30.57 $500,136 - $594,678
19,453 New
19,453 $501,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

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.