Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Number of Shares
9,169
Previous 5,494 66.89%
Holding current value
$464 Million
Previous $279 Million 66.44%
% of portfolio
0.15%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
3,675 Added 66.89%
9,169 $464 Million
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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