Vested Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Vested Financial Planning, LLC

  • $112 Billion
  • Q2 2025
Number of Shares
36,079
Previous 43,332 16.74%
Holding current value
$1.93 Billion
Previous $2.26 Billion 14.97%
% of portfolio
1.71%
Previous 2.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-7,253 Reduced 16.74%
36,079 $1.93 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
44 Added 0.1%
43,332 $2.26 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
43,288 New
43,288 $2.26 Billion
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