Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 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 10,406 shares of DFAU stock, worth $420,194. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,406
Previous 9,158 13.63%
Holding current value
$420,194
Previous $343 Million 20.3%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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