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 $1.53 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

52,897

Previous 53,880 1.82%

Holding current value

$1.53 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

323

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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 Dimensional Transaction History