Prosperity Planning, Inc. Dimensional ETF Tr Dimensional Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Prosperity Planning, Inc. holds 52,897 shares of DISV stock, worth $1.44 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

52,897

Previous 53,880 1.82%

Holding current value

$1.44 Million

Previous $1.57 Million 10.22%

% of portfolio

0.46%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$26.18 - $28.77 $25,734 - $28,280	-983 Reduced 1.82%	52,897 $1.41 Million
Q3 2024 Oct 07, 2024	SELL	$26.06 - $29.18 $3,335 - $3,735	-128 Reduced 0.24%	53,880 $1.57 Million
Q2 2024 Jul 23, 2024	SELL	$26.23 - $28.56 $81,496 - $88,735	-3,107 Reduced 5.44%	54,008 $1.45 Million
Q1 2024 Apr 15, 2024	SELL	$24.73 - $27.24 $4,352 - $4,794	-176 Reduced 0.31%	57,115 $1.55 Million
Q4 2023 Feb 05, 2024	SELL	$22.43 - $25.87 $14,781 - $17,048	-659 Reduced 1.14%	57,291 $1.48 Million
Q3 2023 Oct 24, 2023	SELL	$23.27 - $25.13 $9,750 - $10,529	-419 Reduced 0.72%	57,950 $1.38 Million
Q2 2023 Jul 13, 2023	SELL	$23.01 - $24.6 $30,557 - $32,668	-1,328 Reduced 2.22%	58,369 $1.38 Million
Q1 2023 Apr 13, 2023	BUY	$22.4 - $24.75 $112,784 - $124,616	5,035 Added 9.21%	59,697 $1.42 Million
Q3 2022 Oct 12, 2022	BUY	$18.36 - $22.57 $1 Million - $1.23 Million	54,662 New	54,662 $1.02 Million

Others Institutions Holding DISV

# of Institutions

281

Shares Held

62.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Dimensional ETF Tr Dimensional Transaction History