Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$314 Billion
Q4 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 510,887 shares of DFAI stock, worth $18.9 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

510,887

Previous 522,645 2.25%

Holding current value

$18.9 Million

Previous $19 Billion 2.48%

% of portfolio

6.21%

Previous 6.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$35.82 - $37.52 $421,171 - $441,160	-11,758 Reduced 2.25%	510,887 $19.5 Billion
Q3 2025 Oct 28, 2025	SELL	$34.05 - $36.55 $413,877 - $444,265	-12,155 Reduced 2.27%	522,645 $19 Billion
Q2 2025 Aug 14, 2025	BUY	$28.02 - $34.71 $235,115 - $291,251	8,391 Added 1.59%	534,800 $18.5 Billion
Q1 2025 May 08, 2025	SELL	$28.88 - $32.4 $917 Million - $1.03 Billion	-31,759,419 Reduced 98.37%	526,409 $16.4 Billion
Q4 2024 Feb 07, 2025	BUY	$29.0 - $31.6 $922 Million - $1 Billion	31,776,656 Added 6240.85%	32,285,828 $943 Million

Q3 2024 Nov 07, 2024	BUY	$28.69 - $32.06 $316,335 - $353,493	11,026 Added 2.21%	509,172 $16.2 Million
Q2 2024 Aug 14, 2024	BUY	$28.93 - $30.91 $1.08 Million - $1.16 Million	37,490 Added 8.14%	498,146 $14.8 Million
Q1 2024 May 08, 2024	BUY	$27.74 - $30.27 $22,719 - $24,791	819 Added 0.18%	460,656 $13.9 Million
Q4 2023 Feb 13, 2024	BUY	$24.88 - $28.69 $121,513 - $140,121	4,884 Added 1.07%	459,837 $13.2 Million
Q3 2023 Nov 08, 2023	BUY	$26.0 - $28.17 $796,770 - $863,269	30,645 Added 7.22%	454,953 $11.9 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $117,694 - $124,766	4,448 Added 1.06%	424,308 $11.6 Million
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $2.45 Million - $2.66 Million	96,995 Added 30.04%	419,860 $11.3 Million
Q4 2022 Feb 14, 2023	BUY	$21.47 - $25.85 $6.69 Million - $8.06 Million	311,694 Added 2790.21%	322,865 $8.08 Million
Q3 2022 Nov 09, 2022	BUY	$21.44 - $25.78 $239,506 - $287,988	11,171 New	11,171 $241,000

Others Institutions Holding DFAI

# of Institutions

715

Shares Held

285M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Essential Planning, Llc. Dimensional ETF Tr Transaction History