Resource Planning Group Dimensional ETF Tr Dimensional Transaction History

Resource Planning Group

$158 Million
Q4 2023

A detailed history of Resource Planning Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Resource Planning Group holds 86,980 shares of DFIS stock, worth $2.3 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

86,980

Previous 107,869 19.37%

Holding current value

$2.3 Million

Previous $2.37 Million 11.16%

% of portfolio

1.33%

Previous 1.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$20.55 - $24.23 $429,268 - $506,140	-20,889 Reduced 19.37%	86,980 $2.1 Million
Q3 2023 Nov 13, 2023	SELL	$21.81 - $23.89 $69,944 - $76,615	-3,207 Reduced 2.89%	107,869 $2.37 Million
Q2 2023 Jul 28, 2023	BUY	$22.26 - $23.55 $413,880 - $437,865	18,593 Added 20.1%	111,076 $2.53 Million
Q1 2023 May 11, 2023	SELL	$21.65 - $23.87 $13,856 - $15,276	-640 Reduced 0.69%	92,483 $2.13 Million
Q4 2022 Jan 30, 2023	BUY	$18.29 - $22.14 $511,205 - $618,813	27,950 Added 42.89%	93,123 $2 Million
Q3 2022 Nov 03, 2022	BUY	$18.33 - $22.66 $571,456 - $706,448	31,176 Added 91.7%	65,173 $1.2 Million
Q2 2022 Aug 02, 2022	BUY	$20.78 - $25.18 $706,457 - $856,044	33,997 New	33,997 $708,000

Others Institutions Holding DFIS

# of Institutions

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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Resource Planning Group Dimensional ETF Tr Dimensional Transaction History