Bwm Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bwm Planning, LLC holds 142,870 shares of DFAS stock, worth $8.87 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
142,870
Previous 137,608 3.82%
Holding current value
$8.87 Million
Previous $8.96 Billion 4.68%
% of portfolio
3.61%
Previous 3.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$58.81 - $68.2 $309,458 - $358,868
5,262 Added 3.82%
142,870 $8.54 Billion
Q4 2024

Jan 22, 2025
SELL
$63.58 - $71.15 $393,687 - $440,560
-6,192 Reduced 4.31%
137,608 $8.96 Billion
Q3 2024

Oct 09, 2024
BUY
$59.25 - $65.33 $8.52 Million - $9.39 Million
143,800 New
143,800 $9.33 Billion

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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