Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History

Asset Planning Corporation

$152 Million
Q3 2024

A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 327,661 shares of DFAR stock, worth $7.64 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

327,661

Previous 334,373 2.01%

Holding current value

$7.64 Million

Previous $7.39 Million 13.7%

% of portfolio

5.51%

Previous 5.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$21.91 - $26.03 $147,059 - $174,713	-6,712 Reduced 2.01%	327,661 $8.4 Million
Q2 2024 Jul 31, 2024	SELL	$20.41 - $22.23 $7,306 - $7,958	-358 Reduced 0.11%	334,373 $7.39 Million
Q1 2024 Apr 29, 2024	SELL	$21.28 - $22.96 $44,262 - $47,756	-2,080 Reduced 0.62%	334,731 $7.49 Million
Q4 2023 Jan 18, 2024	BUY	$18.45 - $23.08 $650,620 - $813,893	35,264 Added 11.69%	336,811 $7.66 Million
Q3 2023 Oct 16, 2023	BUY	$19.26 - $22.35 $287,205 - $333,283	14,912 Added 5.2%	301,547 $5.89 Million
Q2 2023 Jul 12, 2023	BUY	$20.22 - $21.63 $721,570 - $771,888	35,686 Added 14.22%	286,635 $6.17 Million
Q1 2023 Apr 14, 2023	BUY	$19.83 - $23.92 $61,710 - $74,439	3,112 Added 1.26%	250,949 $5.39 Million
Q4 2022 Jan 27, 2023	BUY	$19.45 - $22.52 $687,868 - $796,442	35,366 Added 16.65%	247,837 $0
Q3 2022 Oct 31, 2022	BUY	$20.34 - $25.89 $295,906 - $376,647	14,548 Added 7.35%	212,471 $4.37 Million
Q2 2022 Jul 27, 2022	BUY	$21.92 - $28.24 $255,236 - $328,826	11,644 Added 6.25%	197,923 $4.57 Million
Q1 2022 May 13, 2022	BUY	$25.09 - $27.58 $4.67 Million - $5.14 Million	186,279 New	186,279 $5.05 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.

Account

Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History