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 605,449 shares of DFAI stock, worth $19.3 Million. This represents 7.69% of its overall portfolio holdings.
Number of Shares
605,449
Previous 619,224
2.22%
Holding current value
$19.3 Million
Previous $19.7 Billion
10.16%
% of portfolio
7.69%
Previous 8.73%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio