Financial Plan, Inc. Dimensional ETF Tr Transaction History

Financial Plan, Inc.

$871 Billion
Q4 2025

A detailed history of Financial Plan, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Plan, Inc. holds 738,610 shares of DFAX stock, worth $23.6 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

738,610

Holding current value

$23.6 Million

% of portfolio

2.78%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$30.71 - $32.34 $22.7 Million - $23.9 Million	738,610 New	738,610 $24.2 Billion

Others Institutions Holding DFAX

# of Institutions

676

Shares Held

259M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$360 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$268 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$259 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$233 Million
33.26% of portfolio
Allworth Financial LP

6.86M
Shares

$220 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Financial Plan, Inc. Dimensional ETF Tr Transaction History