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
Quarter Operation Price Per share shares change shares Held SEC Form
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
602
Shares Held
229M
Call Options Held
3.7K
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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