Vested Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Vested Financial Planning, LLC

  • $112 Billion
  • Q2 2025
Number of Shares
8,446
Previous 8,484 0.45%
Holding current value
$227 Million
Previous $223 Million 1.71%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jul 21, 2025
SELL
N/A
-38 Reduced 0.45%
8,446 $227 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-459 Reduced 5.13%
8,484 $223 Million
Q4 2024

Jan 28, 2025
BUY
N/A
8,943 New
8,943 $228 Million
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