Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 8,944 shares of DFAX stock, worth $224,047. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,944
Previous 8,941 0.03%
Holding current value
$224,047
Previous $227,000 6.17%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 07, 2024
BUY
$24.29 - $27.25 $72 - $81
3 Added 0.03%
8,944 $241,000
Q2 2024

Aug 14, 2024
BUY
$24.57 - $26.36 $122 - $131
5 Added 0.06%
8,941 $227,000
Q4 2023

Feb 13, 2024
BUY
$21.44 - $24.42 $32,374 - $36,874
1,510 Added 20.33%
8,936 $218,000
Q3 2023

Nov 08, 2023
SELL
$22.41 - $24.35 $98,828 - $107,383
-4,410 Reduced 37.26%
7,426 $167,000
Q2 2023

Aug 10, 2023
SELL
$22.56 - $24.03 $93,060 - $99,123
-4,125 Reduced 25.84%
11,836 $275,000
Q1 2023

May 09, 2023
BUY
$21.74 - $23.72 $23,783 - $25,949
1,094 Added 7.36%
15,961 $368,000
Q3 2022

Nov 09, 2022
BUY
$18.89 - $22.64 $280,837 - $336,588
14,867 New
14,867 $281,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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