Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 615,479 shares of DFAI stock, worth $22.8 Million. This represents 6.66% of its overall portfolio holdings.

Number of Shares
615,479
Previous 587,065 4.84%
Holding current value
$22.8 Million
Previous $18.3 Billion 22.03%
% of portfolio
6.66%
Previous 7.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$34.05 - $36.55 $967,496 - $1.04 Million
28,414 Added 4.84%
615,479 $22.4 Billion
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
711
Shares Held
283M
Call Options Held
0
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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