Life Planning Partners, Inc Dimensional ETF Tr U S Equity Transaction History

Life Planning Partners, Inc

$111 Million
Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Life Planning Partners, Inc holds 26,379 shares of DFUS stock, worth $1.71 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

26,379

Previous 25,002 5.51%

Holding current value

$1.71 Million

Previous $1.47 Million 11.49%

% of portfolio

1.48%

Previous 1.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$56.04 - $62.2 $77,167 - $85,649	1,377 Added 5.51%	26,379 $1.64 Million
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $202,616 - $222,602	3,764 Added 17.72%	25,002 $1.47 Million
Q1 2024 May 01, 2024	BUY	$50.79 - $56.98 $154,807 - $173,675	3,048 Added 16.76%	21,238 $1.21 Million
Q4 2023 Jan 19, 2024	SELL	$44.51 - $52.0 $21,231 - $24,804	-477 Reduced 2.56%	18,190 $942,000
Q4 2021 Feb 11, 2022	BUY	$47.05 - $51.98 $878,282 - $970,310	18,667 New	18,667 $967,000

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Life Planning Partners, Inc Dimensional ETF Tr U S Equity Transaction History