Ownership history in Essential Planning, LLC. · 12 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 205,188 | +61,762 | +43.1% | 3.14% | $9.8M | $47.95 |
| 2025 Q3 | ADDED | 143,426 | +33,511 | +30.5% | 2.38% | $6.9M | $47.42 |
| 2025 Q2 | ADDED | 109,915 | +14,791 | +15.5% | 1.96% | $5.3M | $46.72 |
| 2025 Q1 | REDUCED | 95,124 | -4,073,423 | -97.7% | 1.82% | $4.5M | $45.83 |
| 2024 Q4 | ADDED | 4,168,547 | +4,101,536 | +6120.7% | 1.28% | $197.2M | $44.98 |
| 2024 Q3 | ADDED | 67,011 | +9,058 | +15.6% | 1.31% | $3.2M | $44.94 |
| 2024 Q2 | ADDED | 57,953 | +4,760 | +8.9% | 1.20% | $2.7M | $43.77 |
| 2024 Q1 | UNCHANGED | 53,193 | — | 0% | 1.25% | $2.5M | $43.31 |
| 2023 Q4 | ADDED | 53,193 | +10,650 | +25.0% | 1.26% | $2.5M | $43.01 |
| 2023 Q3 | REDUCED | 42,543 | -263 | -0.6% | 1.09% | $2.0M | $41.69 |
As of 2025 Q4 — sorted by position size