Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025
Number of Shares
5,494
Previous 4,121 33.32%
Holding current value
$279 Million
Previous $209 Million 33.39%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
1,373 Added 33.32%
5,494 $279 Million
Q2 2025

Aug 14, 2025
BUY
N/A
36 Added 0.88%
4,121 $209 Million
Q1 2025

May 08, 2025
SELL
N/A
-100,867 Reduced 96.11%
4,085 $207 Million
Q4 2024

Feb 07, 2025
BUY
N/A
104,952 New
104,952 $0
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