Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Essential Planning, Llc. holds 192,546 shares of DFCF stock, worth $7.95 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

192,546

Previous 197,373 2.45%

Holding current value

$7.95 Million

Previous $8.2 Million 1.44%

% of portfolio

3.43%

Previous 3.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$41.34 - $43.55 $199,548 - $210,215	-4,827 Reduced 2.45%	192,546 $8.32 Million
Q2 2024 Aug 14, 2024	BUY	$40.79 - $41.97 $561,800 - $578,052	13,773 Added 7.5%	197,373 $8.2 Million
Q1 2024 May 08, 2024	BUY	$41.54 - $42.6 $64,054 - $65,689	1,542 Added 0.85%	183,600 $7.7 Million
Q4 2023 Feb 13, 2024	BUY	$39.52 - $42.54 $1.39 Million - $1.49 Million	35,057 Added 23.85%	182,058 $7.72 Million
Q3 2023 Nov 08, 2023	BUY	$40.3 - $42.05 $366,085 - $381,982	9,084 Added 6.59%	147,001 $5.93 Million
Q2 2023 Aug 10, 2023	BUY	$41.55 - $42.94 $204,716 - $211,565	4,927 Added 3.7%	137,917 $5.76 Million
Q1 2023 May 09, 2023	BUY	$41.26 - $43.27 $5.16 Million - $5.41 Million	125,103 Added 1586.19%	132,990 $5.65 Million
Q4 2022 Feb 14, 2023	BUY	$39.82 - $42.74 $314,060 - $337,090	7,887 New	7,887 $327,000

Others Institutions Holding DFCF

# of Institutions

332

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Dimensional ETF Tr Core Fxd In Transaction History