Essential Planning, Llc. DIMENSIONAL ETF TRUST Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Number of Shares
13,439
Previous 9,369 43.44%
Holding current value
$355 Million
Previous $256 Million 38.78%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 15, 2026
BUY
N/A
4,070 Added 43.44%
13,439 $355 Million
Q3 2025

Oct 28, 2025
BUY
N/A
9,369 New
9,369 $256 Million
Q4 2024

Feb 07, 2025
BUY
N/A
85,080 New
85,080 $0
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email