A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 180,061 shares of DFIV stock, worth $6.69 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
180,061
Holding current value
$6.69 Million
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$34.86 - $37.97 $6.28 Million - $6.84 Million
180,061 New
180,061 $6.39 Million
Q4 2023

Jan 19, 2024

SELL
$30.86 - $34.46 $105,880 - $118,232
-3,431 Reduced 40.34%
5,075 $174,000
Q4 2021

Feb 11, 2022

BUY
$31.61 - $34.21 $268,874 - $290,990
8,506 New
8,506 $279,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc 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 Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.