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

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bwm Planning, LLC holds 19,330 shares of DFUS stock, worth $1.41 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
19,330
Previous 18,965 1.92%
Holding current value
$1.41 Million
Previous $1.15 Billion 22.08%
% of portfolio
0.42%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$67.01 - $72.84 $24,458 - $26,586
365 Added 1.92%
19,330 $1.4 Billion
Q1 2025

May 14, 2025
SELL
$59.61 - $66.71 $11,087 - $12,408
-186 Reduced 0.97%
18,965 $1.15 Billion
Q4 2024

Jan 22, 2025
BUY
$61.52 - $66.5 $46,447 - $50,207
755 Added 4.1%
19,151 $1.22 Billion
Q3 2024

Oct 09, 2024
BUY
$56.04 - $62.2 $1.03 Million - $1.14 Million
18,396 New
18,396 $1.14 Billion

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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