Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 23,370 shares of DFIV stock, worth $893,902. This represents 0.3% of its overall portfolio holdings.

Number of Shares

23,370

Previous 23,172 0.85%

Holding current value

$893,902

Previous $821,000 12.91%

% of portfolio

0.3%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

638

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Prosperity Planning, Inc. Dimensional ETF Tr Transaction History