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 587,065 shares of DFAI stock, worth $20.1 Million. This represents 7.76% of its overall portfolio holdings.

Number of Shares
587,065
Previous 605,449 3.04%
Holding current value
$20.1 Million
Previous $17.7 Billion 3.7%
% of portfolio
7.76%
Previous 7.69%

Shares

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

May 14, 2025
SELL
$28.88 - $32.4 $530,929 - $595,641
-18,384 Reduced 3.04%
587,065 $18.3 Billion
Q4 2024

Jan 22, 2025
SELL
$29.0 - $31.6 $399,475 - $435,290
-13,775 Reduced 2.22%
605,449 $17.7 Billion
Q3 2024

Oct 09, 2024
BUY
$28.69 - $32.06 $17.8 Million - $19.9 Million
619,224 New
619,224 $19.7 Billion

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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