Essential Planning, LLC.
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1949824
PORTSMOUTH, NH
All Filings in DFSD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFSD | $2,723,791 | 57,953 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFSD | $2,502,198 | 53,193 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSD | $2,500,602 | 53,193 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFSD | $1,973,144 | 42,543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 DFSD | $1,984,058 | 42,806 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSD | $1,862,293 | 39,912 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||