Capital Planning LLC Dimensional ETF Tr Dimensional Transaction History

Capital Planning LLC

  • $362 Million
  • Q4 2024

A detailed history of Capital Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Planning LLC holds 33,076 shares of DFSV stock, worth $1.04 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
33,076
Previous 33,209 0.4%
Holding current value
$1.04 Million
Previous $1.02 Million 0.39%
% of portfolio
0.28%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$30.18 - $33.87 $4,013 - $4,504
-133 Reduced 0.4%
33,076 $1.02 Million
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $60,794 - $68,218
2,152 Added 6.93%
33,209 $1.02 Million
Q2 2024

Jul 11, 2024
BUY
$27.81 - $30.13 $24,278 - $26,303
873 Added 2.89%
31,057 $893,000
Q1 2024

Apr 12, 2024
BUY
$27.45 - $30.1 $136,865 - $150,078
4,986 Added 19.79%
30,184 $908,000
Q4 2023

Jan 22, 2024
BUY
$23.61 - $29.53 $594,924 - $744,096
25,198 New
25,198 $733,000

Others Institutions Holding DFSV

# of Institutions
367
Shares Held
100M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Capital Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email