Bwm Planning, LLC Dimensional ETF Tr U S Target Transaction History

Bwm Planning, LLC

$374 Billion
Q4 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bwm Planning, LLC holds 124,095 shares of DFAT stock, worth $7.07 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

124,095

Previous 125,048 0.76%

Holding current value

$7.07 Million

Previous $7.28 Billion 1.5%

% of portfolio

1.97%

Previous 2.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$55.75 - $58.83 $53,129 - $56,064	-953 Reduced 0.76%	124,095 $7.39 Billion
Q3 2025 Oct 31, 2025	SELL	$53.36 - $59.69 $3.36 Million - $3.75 Million	-62,904 Reduced 33.47%	125,048 $7.28 Billion
Q1 2025 May 14, 2025	SELL	$50.44 - $58.1 $207,863 - $239,430	-4,121 Reduced 2.15%	187,952 $9.68 Billion
Q4 2024 Jan 22, 2025	SELL	$54.54 - $61.04 $431,629 - $483,070	-7,914 Reduced 3.96%	192,073 $10.7 Billion
Q3 2024 Oct 09, 2024	BUY	$51.0 - $57.07 $10.2 Million - $11.4 Million	199,987 New	199,987 $11.1 Billion

Others Institutions Holding DFAT

# of Institutions

814

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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