Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 619,224 shares of DFAI stock, worth $19.2 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

619,224

Holding current value

$19.2 Million

% of portfolio

8.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$28.69 - $32.06 $17.8 Million - $19.9 Million	619,224 New	619,224 $19.7 Billion

Others Institutions Holding DFAI

# of Institutions

519

Shares Held

161M

Call Options Held

400

Put Options Held

Sym Financial Corp

6.24M
Shares

$193 Million
29.57% of portfolio
Cable Hill Partners, LLC Portland, OR

5.47M
Shares

$170 Million
18.48% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$158 Million
0.01% of portfolio
Northern Trust Corp Chicago, IL

4.24M
Shares

$132 Million
0.02% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$128 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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