Essential Planning, Llc. Dimensional ETF Tr Transaction History

Essential Planning, Llc.

$314 Billion
Q4 2025

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 1,166,386 shares of DFAU stock, worth $53.6 Million. This represents 17.41% of its overall portfolio holdings.

Number of Shares

1,166,386

Previous 1,223,276 4.65%

Holding current value

$53.6 Million

Previous $56 Billion 2.48%

% of portfolio

17.41%

Previous 19.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$44.77 - $47.01 $2.55 Million - $2.67 Million	-56,890 Reduced 4.65%	1,166,386 $54.6 Billion
Q3 2025 Oct 28, 2025	SELL	$42.42 - $45.96 $1.97 Million - $2.13 Million	-46,386 Reduced 3.65%	1,223,276 $56 Billion
Q2 2025 Aug 14, 2025	BUY	$34.04 - $42.36 $558,902 - $695,508	16,419 Added 1.31%	1,269,662 $53.8 Billion
Q1 2025 May 08, 2025	SELL	$37.84 - $42.29 $2.9 Billion - $3.24 Billion	-76,559,683 Reduced 98.39%	1,253,243 $48.2 Billion
Q4 2024 Feb 07, 2025	BUY	$39.27 - $42.38 $3.01 Billion - $3.25 Billion	76,574,185 Added 6181.61%	77,812,926 $3.15 Billion

Q3 2024 Nov 07, 2024	BUY	$35.8 - $39.69 $503,813 - $558,557	14,073 Added 1.15%	1,238,741 $49.2 Million
Q2 2024 Aug 14, 2024	BUY	$34.53 - $37.67 $1.59 Million - $1.73 Million	45,938 Added 3.9%	1,224,668 $45.9 Million
Q1 2024 May 08, 2024	BUY	$32.59 - $36.54 $48,559 - $54,444	1,490 Added 0.13%	1,178,730 $43.1 Million
Q4 2023 Feb 13, 2024	BUY	$28.58 - $33.37 $26,836 - $31,334	939 Added 0.08%	1,177,240 $39.1 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $1.91 Million - $2.06 Million	64,189 Added 5.77%	1,176,301 $35.2 Million
Q2 2023 Aug 10, 2023	BUY	$28.25 - $30.99 $333,265 - $365,589	11,797 Added 1.07%	1,112,112 $34.5 Million
Q1 2023 May 09, 2023	BUY	$26.87 - $29.65 $4.91 Million - $5.42 Million	182,743 Added 19.92%	1,100,315 $31.7 Million
Q4 2022 Feb 14, 2023	BUY	$25.24 - $28.83 $22.2 Million - $25.4 Million	880,762 Added 2392.72%	917,572 $24.8 Million
Q3 2022 Nov 09, 2022	BUY	$25.15 - $30.14 $925,771 - $1.11 Million	36,810 New	36,810 $926,000

Others Institutions Holding DFAU

# of Institutions

549

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Industry ETFs

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Essential Planning, Llc. Dimensional ETF Tr Transaction History