Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 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 13,987 shares of DFAU stock, worth $601,021. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,987

Previous 11,411 22.57%

Holding current value

$601,021

Previous $462 Million 16.37%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

505

Shares Held

134M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History