Prosperity Planning, Inc. Dimensional ETF Tr Transaction History

Prosperity Planning, Inc.

  • $302 Million
  • Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 604,898 shares of DFAX stock, worth $15.9 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares
604,898
Previous 607,884 0.49%
Holding current value
$15.9 Million
Previous $16.4 Million 8.41%
% of portfolio
4.98%
Previous 5.31%

Shares

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

Jan 16, 2025
SELL
$24.76 - $27.04 $73,933 - $80,741
-2,986 Reduced 0.49%
604,898 $15 Million
Q3 2024

Oct 07, 2024
SELL
$24.29 - $27.25 $284,630 - $319,315
-11,718 Reduced 1.89%
607,884 $16.4 Million
Q2 2024

Jul 23, 2024
SELL
$24.57 - $26.36 $269,360 - $288,984
-10,963 Reduced 1.74%
619,602 $15.8 Million
Q1 2024

Apr 15, 2024
SELL
$23.42 - $25.45 $131,550 - $142,952
-5,617 Reduced 0.88%
630,565 $16 Million
Q4 2023

Feb 05, 2024
SELL
$21.44 - $24.42 $99,310 - $113,113
-4,632 Reduced 0.72%
636,182 $15.5 Million
Q3 2023

Oct 24, 2023
SELL
$22.41 - $24.35 $8,986 - $9,764
-401 Reduced 0.06%
640,814 $14.4 Million
Q2 2023

Jul 13, 2023
SELL
$22.56 - $24.03 $135,472 - $144,300
-6,005 Reduced 0.93%
641,215 $14.9 Million
Q1 2023

Apr 13, 2023
SELL
$21.74 - $23.72 $59,241 - $64,637
-2,725 Reduced 0.42%
647,220 $14.9 Million
Q3 2022

Oct 12, 2022
BUY
$18.89 - $22.64 $639,558 - $766,522
33,857 Added 5.5%
649,945 $12.3 Million
Q4 2021

Jan 21, 2022
BUY
$25.17 - $26.82 $511,706 - $545,250
20,330 Added 3.41%
616,088 $16.1 Million
Q3 2021

Oct 08, 2021
BUY
$25.83 - $27.21 $15.4 Million - $16.2 Million
595,758 New
595,758 $15.4 Million

Others Institutions Holding DFAX

# of Institutions
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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