Bwm Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bwm Planning, LLC holds 73,264 shares of DFAS stock, worth $4.92 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
73,264
Previous 142,870 48.72%
Holding current value
$4.92 Million
Previous $8.54 Billion 41.24%
% of portfolio
1.49%
Previous 3.61%

Shares

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

Oct 31, 2025
SELL
$63.41 - $69.69 $4.41 Million - $4.85 Million
-69,606 Reduced 48.72%
73,264 $5.02 Billion
Q1 2025

May 14, 2025
BUY
$58.81 - $68.2 $309,458 - $358,868
5,262 Added 3.82%
142,870 $8.54 Billion
Q4 2024

Jan 22, 2025
SELL
$63.58 - $71.15 $393,687 - $440,560
-6,192 Reduced 4.31%
137,608 $8.96 Billion
Q3 2024

Oct 09, 2024
BUY
$59.25 - $65.33 $8.52 Million - $9.39 Million
143,800 New
143,800 $9.33 Billion

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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