Prosperity Planning, Inc. Dimensional ETF Tr Dimensional Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Prosperity Planning, Inc. holds 49,543 shares of DISV stock, worth $1.66 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

49,543

Previous 52,366 5.39%

Holding current value

$1.66 Million

Previous $1.54 Million 5.57%

% of portfolio

0.49%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$25.93 - $32.91 $73,200 - $92,904	-2,823 Reduced 5.39%	49,543 $1.63 Million
Q1 2025 Apr 10, 2025	SELL	$26.09 - $30.21 $13,853 - $16,041	-531 Reduced 1.0%	52,366 $1.54 Million
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

353

Shares Held

75.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Prosperity Planning, Inc. Dimensional ETF Tr Dimensional Transaction History