Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 8,377 shares of DFAX stock, worth $262,870. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,377
Previous 8,356 0.25%
Holding current value
$262,870
Previous $208 Million 5.66%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 14, 2025
BUY
$24.45 - $27.2 $513 - $571
21 Added 0.25%
8,377 $219 Million
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $1,906 - $2,082
77 Added 0.93%
8,356 $208 Million
Q3 2024

Oct 09, 2024
BUY
$24.29 - $27.25 $201,096 - $225,602
8,279 New
8,279 $224 Million

Others Institutions Holding DFAX

# of Institutions
653
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email