Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025
Number of Shares
71,515
Previous 45,014 58.87%
Holding current value
$5.14 Billion
Previous $3.01 Billion 70.97%
% of portfolio
1.77%
Previous 1.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
26,501 Added 58.87%
71,515 $5.14 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
13,826 Added 44.33%
45,014 $3.01 Billion
Q1 2025

May 08, 2025
SELL
N/A
-686,491 Reduced 95.65%
31,188 $1.91 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
708,308 Added 7558.51%
717,679 $0
Q3 2024

Nov 07, 2024
BUY
N/A
9,371 New
9,371 $0
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