Plan Group Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Plan Group Financial, LLC holds 122,115 shares of DFCF stock, worth $5.07 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

122,115

Previous 119,598 2.1%

Holding current value

$5.07 Million

Previous $5.17 Million 2.23%

% of portfolio

2.7%

Previous 2.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$41.17 - $43.34 $103,624 - $109,086	2,517 Added 2.1%	122,115 $5.05 Million
Q3 2024 Oct 22, 2024	BUY	$41.34 - $43.55 $378,922 - $399,179	9,166 Added 8.3%	119,598 $5.17 Million
Q2 2024 Aug 05, 2024	BUY	$40.79 - $41.97 $336,272 - $346,000	8,244 Added 8.07%	110,432 $4.59 Million
Q1 2024 Apr 26, 2024	BUY	$41.54 - $42.6 $554,268 - $568,411	13,343 Added 15.02%	102,188 $4.29 Million
Q4 2023 Jan 29, 2024	SELL	$39.52 - $42.54 $2.42 Million - $2.61 Million	-61,239 Reduced 40.8%	88,845 $3.77 Million
Q3 2023 Nov 13, 2023	SELL	$40.3 - $42.05 $4.43 Million - $4.62 Million	-109,874 Reduced 42.27%	150,084 $6.06 Million
Q2 2023 Aug 10, 2023	BUY	$41.55 - $42.94 $10.8 Million - $11.2 Million	259,958 New	259,958 $10.8 Million

Others Institutions Holding DFCF

# of Institutions

346

Shares Held

3.53B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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 Core Fxd In Transaction History