Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 11,071 shares of DFAR stock, worth $258,839. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,071
Previous 11,423 3.08%
Holding current value
$258,839
Previous $252,000 12.3%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$21.91 - $26.03 $7,712 - $9,162
-352 Reduced 3.08%
11,071 $283,000
Q2 2024

Aug 14, 2024
BUY
$20.41 - $22.23 $19,042 - $20,740
933 Added 8.89%
11,423 $252,000
Q1 2024

May 08, 2024
BUY
$21.28 - $22.96 $319 - $344
15 Added 0.14%
10,490 $234,000
Q4 2023

Feb 13, 2024
BUY
$18.45 - $23.08 $193,263 - $241,762
10,475 New
10,475 $238,000

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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