Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Number of Shares
101,515
Previous 71,515 41.95%
Holding current value
$7.47 Billion
Previous $5.14 Billion 45.29%
% of portfolio
2.38%
Previous 1.77%

Shares

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

Jan 15, 2026
BUY
N/A
30,000 Added 41.95%
101,515 $7.47 Billion
Q3 2025

Oct 28, 2025
BUY
N/A
26,501 Added 58.87%
71,515 $5.14 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
13,826 Added 44.33%
45,014 $3.01 Billion
Q1 2025

May 08, 2025
SELL
N/A
-686,491 Reduced 95.65%
31,188 $1.91 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
708,308 Added 7558.51%
717,679 $0
Q3 2024

Nov 07, 2024
BUY
N/A
9,371 New
9,371 $0
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