Bwm Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bwm Planning, LLC holds 11,888 shares of DFAC stock, worth $411,919. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,888
Previous 9,900 20.08%
Holding current value
$411,919
Previous $342 Million 14.52%
% of portfolio
0.17%
Previous 0.15%

Shares

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

May 14, 2025
BUY
$32.42 - $36.13 $64,450 - $71,826
1,988 Added 20.08%
11,888 $392 Million
Q4 2024

Jan 22, 2025
BUY
$33.92 - $36.6 $15,603 - $16,836
460 Added 4.87%
9,900 $342 Million
Q3 2024

Oct 09, 2024
BUY
$31.05 - $34.29 $293,112 - $323,697
9,440 New
9,440 $324 Million

Others Institutions Holding DFAC

# of Institutions
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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