Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 388,458 shares of DFAE stock, worth $10.4 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
388,458
Previous 393,519 1.29%
Holding current value
$10.4 Million
Previous $10.8 Billion 8.63%
% of portfolio
4.29%
Previous 4.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$25.36 - $28.15 $128,346 - $142,467
-5,061 Reduced 1.29%
388,458 $9.86 Billion
Q3 2024

Oct 09, 2024
BUY
$24.46 - $27.82 $9.63 Million - $10.9 Million
393,519 New
393,519 $10.8 Billion

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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