Vested Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Vested Financial Planning, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
8,484
Previous 8,943 5.13%
Holding current value
$223 Million
Previous $228 Million 2.46%
% of portfolio
0.22%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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