Essential Planning, Llc. Dimensional ETF Tr Short Durat Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Essential Planning, Llc. holds 205,188 shares of DFSD stock, worth $9.89 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
205,188
Previous 143,426 43.06%
Holding current value
$9.89 Million
Previous $6.91 Billion 42.35%
% of portfolio
3.14%
Previous 2.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$48.17 - $48.5 $2.98 Million - $3 Million
61,762 Added 43.06%
205,188 $9.84 Billion
Q3 2025

Oct 28, 2025
BUY
$47.86 - $48.43 $1.6 Million - $1.62 Million
33,511 Added 30.49%
143,426 $6.91 Billion
Q2 2025

Aug 14, 2025
BUY
$47.09 - $48.01 $696,508 - $710,115
14,791 Added 15.55%
109,915 $5.28 Billion
Q1 2025

May 08, 2025
SELL
$46.74 - $47.55 $190 Million - $194 Million
-4,073,423 Reduced 97.72%
95,124 $4.52 Billion
Q4 2024

Feb 07, 2025
BUY
$46.75 - $47.8 $192 Million - $196 Million
4,101,536 Added 6120.69%
4,168,547 $195 Million
Q3 2024

Nov 07, 2024
BUY
$47.0 - $47.84 $425,726 - $433,334
9,058 Added 15.63%
67,011 $3.2 Million
Q2 2024

Aug 14, 2024
BUY
$46.64 - $47.15 $222,006 - $224,434
4,760 Added 8.95%
57,953 $2.72 Million
Q4 2023

Feb 13, 2024
BUY
$46.16 - $47.09 $491,603 - $501,508
10,650 Added 25.03%
53,193 $2.5 Million
Q3 2023

Nov 08, 2023
SELL
$46.24 - $46.65 $12,161 - $12,268
-263 Reduced 0.61%
42,543 $1.97 Million
Q2 2023

Aug 10, 2023
BUY
$46.28 - $46.83 $133,934 - $135,526
2,894 Added 7.25%
42,806 $1.98 Million
Q1 2023

May 09, 2023
BUY
$46.1 - $46.75 $1.84 Million - $1.87 Million
39,912 New
39,912 $1.86 Million

Others Institutions Holding DFSD

# of Institutions
391
Shares Held
86.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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