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 22,643 shares of DFIV stock, worth $1.06 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

22,643

Previous 23,370 3.11%

Holding current value

$1.06 Million

Previous $927,000 4.53%

% of portfolio

0.29%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$34.67 - $43.21 $25,205 - $31,413	-727 Reduced 3.11%	22,643 $969,000
Q1 2025 Apr 10, 2025	BUY	$35.33 - $40.77 $6,995 - $8,072	198 Added 0.85%	23,370 $927,000
Q4 2024 Jan 16, 2025	SELL	$34.86 - $37.97 $6,309 - $6,872	-181 Reduced 0.78%	23,172 $821,000
Q3 2024 Oct 07, 2024	SELL	$34.66 - $38.38 $311 - $345	-9 Reduced 0.04%	23,353 $889,000
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

# of Institutions

747

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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