Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

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 16,268 shares of DFAU stock, worth $747,514. This represents 0.14% of its overall portfolio holdings.

Number of Shares

16,268

Previous 15,771 3.15%

Holding current value

$747,514

Previous $668 Million 11.43%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$42.42 - $45.96 $21,082 - $22,842	497 Added 3.15%	16,268 $744 Million
Q2 2025 Aug 13, 2025	BUY	$34.04 - $42.36 $60,727 - $75,570	1,784 Added 12.75%	15,771 $668 Million
Q1 2025 May 14, 2025	BUY	$37.84 - $42.29 $97,475 - $108,939	2,576 Added 22.57%	13,987 $538 Million
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

546

Shares Held

149M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History