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

Plan Group Financial, LLC

$355 Million
Q3 2025

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 65,156 shares of DFCF stock, worth $2.78 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

65,156

Previous 97,357 33.08%

Holding current value

$2.78 Million

Previous $4.11 Million 32.28%

% of portfolio

0.78%

Previous 1.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$41.8 - $43.15 $1.35 Million - $1.39 Million	-32,201 Reduced 33.08%	65,156 $2.79 Million
Q2 2025 Aug 13, 2025	SELL	$41.1 - $42.37 $1.57 Million - $1.62 Million	-38,131 Reduced 28.14%	97,357 $4.11 Million
Q1 2025 May 09, 2025	BUY	$40.79 - $42.32 $545,484 - $565,945	13,373 Added 10.95%	135,488 $5.7 Million
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

441

Shares Held

138M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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