Essential Planning, Llc. Dimensional ETF Tr Us Marketwi Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Essential Planning, Llc. holds 6,152 shares of DFUV stock, worth $277,086. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,152
Previous 6,131 0.34%
Holding current value
$277,086
Previous $274 Million 4.62%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 15, 2026
BUY
$43.57 - $45.71 $914 - $959
21 Added 0.34%
6,152 $287 Million
Q3 2025

Oct 28, 2025
BUY
$41.91 - $44.87 $1,131 - $1,211
27 Added 0.44%
6,131 $274 Million
Q2 2025

Aug 14, 2025
BUY
$36.25 - $42.28 $1,051 - $1,226
29 Added 0.48%
6,104 $258 Million
Q1 2025

May 08, 2025
SELL
$39.96 - $43.3 $15.4 Million - $16.7 Million
-385,758 Reduced 98.45%
6,075 $250 Million
Q4 2024

Feb 07, 2025
BUY
$40.38 - $44.35 $15.6 Million - $17.1 Million
385,808 Added 6403.45%
391,833 $16 Million
Q3 2024

Nov 07, 2024
BUY
$38.51 - $41.69 $1,001 - $1,083
26 Added 0.43%
6,025 $251,000
Q2 2024

Aug 14, 2024
BUY
$38.53 - $40.76 $1,849 - $1,956
48 Added 0.81%
5,999 $235,000
Q4 2023

Feb 13, 2024
BUY
$31.85 - $37.39 $732 - $859
23 Added 0.39%
5,951 $221,000
Q3 2023

Nov 08, 2023
BUY
$33.83 - $36.19 $1,014 - $1,085
30 Added 0.51%
5,928 $201,000
Q2 2023

Aug 10, 2023
SELL
$32.32 - $34.5 $11,570 - $12,351
-358 Reduced 5.72%
5,898 $203,000
Q1 2023

May 09, 2023
BUY
$31.9 - $35.83 $199,566 - $224,152
6,256 New
6,256 $209,000

Others Institutions Holding DFUV

# of Institutions
769
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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