Bwm Planning, LLC Dimensional ETF Tr U S Target Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bwm Planning, LLC holds 187,952 shares of DFAT stock, worth $10.2 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
187,952
Previous 192,073 2.15%
Holding current value
$10.2 Million
Previous $10.7 Billion 9.48%
% of portfolio
4.1%
Previous 4.65%

Shares

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

May 14, 2025
SELL
$50.44 - $58.1 $207,863 - $239,430
-4,121 Reduced 2.15%
187,952 $9.68 Billion
Q4 2024

Jan 22, 2025
SELL
$54.54 - $61.04 $431,629 - $483,070
-7,914 Reduced 3.96%
192,073 $10.7 Billion
Q3 2024

Oct 09, 2024
BUY
$51.0 - $57.07 $10.2 Million - $11.4 Million
199,987 New
199,987 $11.1 Billion

Others Institutions Holding DFAT

# of Institutions
776
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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