Essential Planning, LLC.'s ownership history for DFSV

Essential Planning, LLC. currently holds 14.5K shares with a market value of $476.8K. It started holding DFSV on 2024-09-30. At its peak, it held 1.0M shares on 2024-12-31. Its highest holding value was $31.9M on 2024-12-31. At its lowest, it held 12.3K shares on 2025-03-31, with a value of $347.3K on 2025-03-31. In the recent 180 days, Essential Planning, LLC. has decreased its shares by 1.4K. In the recent year, Essential Planning, LLC. has decreased its shares by 992.0K.