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 386,807 shares of DFAE stock, worth $10.6 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
386,807
Previous 388,458 0.43%
Holding current value
$10.6 Million
Previous $9.86 Billion 1.62%
% of portfolio
4.24%
Previous 4.29%

Shares

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

May 14, 2025
SELL
$24.64 - $26.86 $40,680 - $44,345
-1,651 Reduced 0.43%
386,807 $10 Billion
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
565
Shares Held
162M
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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