Plan Group Financial, LLC Dimensional ETF Tr Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 169,472 shares of DFAI stock, worth $6.29 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

169,472

Previous 240,852 29.64%

Holding current value

$6.29 Million

Previous $8.33 Million 26.01%

% of portfolio

1.74%

Previous 2.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$34.05 - $36.55 $2.43 Million - $2.61 Million	-71,380 Reduced 29.64%	169,472 $6.16 Million
Q2 2025 Aug 13, 2025	SELL	$28.02 - $34.71 $2.75 Million - $3.41 Million	-98,264 Reduced 28.98%	240,852 $8.33 Million
Q1 2025 May 09, 2025	BUY	$28.88 - $32.4 $1.75 Million - $1.96 Million	60,613 Added 21.76%	339,116 $10.6 Million
Q4 2024 Jan 31, 2025	BUY	$29.0 - $31.6 $40,252 - $43,860	1,388 Added 0.5%	278,503 $8.13 Million
Q3 2024 Oct 22, 2024	BUY	$28.69 - $32.06 $394,257 - $440,568	13,742 Added 5.22%	277,115 $8.81 Million

Q2 2024 Aug 05, 2024	BUY	$28.93 - $30.91 $427,498 - $456,757	14,777 Added 5.94%	263,373 $7.81 Million
Q1 2024 Apr 26, 2024	BUY	$27.74 - $30.27 $848,289 - $925,656	30,580 Added 14.03%	248,596 $7.51 Million
Q4 2023 Jan 29, 2024	SELL	$24.88 - $28.69 $6.56 Million - $7.56 Million	-263,573 Reduced 54.73%	218,016 $6.24 Million
Q3 2023 Nov 13, 2023	SELL	$26.0 - $28.17 $2.69 Million - $2.91 Million	-103,313 Reduced 17.66%	481,589 $12.6 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $15.5 Million - $16.4 Million	584,902 New	584,902 $16 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Account

Plan Group Financial, LLC Dimensional ETF Tr Transaction History