Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History

Essential Planning, Llc.

$314 Billion
Q4 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Essential Planning, Llc. holds 108,912 shares of DFIC stock, worth $3.64 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

108,912

Previous 78,951 37.95%

Holding current value

$3.64 Million

Previous $2.59 Billion 44.97%

% of portfolio

1.2%

Previous 0.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$32.24 - $33.72 $965,942 - $1.01 Million	29,961 Added 37.95%	108,912 $3.75 Billion
Q3 2025 Oct 28, 2025	BUY	$30.76 - $33.01 $837,687 - $898,961	27,233 Added 52.66%	78,951 $2.59 Billion
Q2 2025 Aug 14, 2025	BUY	$24.94 - $31.15 $365,395 - $456,378	14,651 Added 39.53%	51,718 $1.61 Billion
Q1 2025 May 08, 2025	SELL	$25.54 - $28.79 $20.2 Million - $22.8 Million	-790,726 Reduced 95.52%	37,067 $1.03 Billion
Q4 2024 Feb 07, 2025	BUY	$25.61 - $28.0 $20.9 Million - $22.9 Million	817,166 Added 7689.53%	827,793 $21.4 Million

Q3 2024 Nov 07, 2024	BUY	$25.36 - $28.37 $269,500 - $301,487	10,627 New	10,627 $299,000

Others Institutions Holding DFIC

# of Institutions

527

Shares Held

284M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Essential Planning, Llc. Dimensional ETF Tr Dimensional Transaction History