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

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bwm Planning, LLC holds 18,965 shares of DFUS stock, worth $1.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
18,965
Previous 19,151 0.97%
Holding current value
$1.37 Million
Previous $1.22 Billion 6.05%
% of portfolio
0.49%
Previous 0.53%

Shares

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

May 14, 2025
SELL
$59.61 - $66.71 $11,087 - $12,408
-186 Reduced 0.97%
18,965 $1.15 Billion
Q4 2024

Jan 22, 2025
BUY
$61.52 - $66.5 $46,447 - $50,207
755 Added 4.1%
19,151 $1.22 Billion
Q3 2024

Oct 09, 2024
BUY
$56.04 - $62.2 $1.03 Million - $1.14 Million
18,396 New
18,396 $1.14 Billion

Others Institutions Holding DFUS

# of Institutions
804
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email