Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,411 shares of DFAU stock, worth $451,761. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,411

Previous 10,406 9.66%

Holding current value

$451,761

Previous $413 Million 11.87%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$39.27 - $42.38 $39,466 - $42,591	1,005 Added 9.66%	11,411 $462 Million
Q3 2024 Nov 07, 2024	BUY	$35.8 - $39.69 $44,678 - $49,533	1,248 Added 13.63%	10,406 $413 Million
Q2 2024 Aug 13, 2024	SELL	$34.53 - $37.67 $379 - $414	-11 Reduced 0.12%	9,158 $343 Million
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $23,790 - $26,674	730 Added 8.65%	9,169 $335 Million
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $19,691 - $22,991	689 Added 8.89%	8,439 $281 Million
Q3 2023 Nov 14, 2023	BUY	$29.79 - $32.13 $230,872 - $249,007	7,750 New	7,750 $232 Million

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History