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

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

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 9,900 shares of DFAC stock, worth $333,828. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,900
Previous 9,440 4.87%
Holding current value
$333,828
Previous $324 Million 5.79%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,062
Shares Held
799M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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