Planwiser Financial, LLC Dimensional ETF Tr Transaction History

Planwiser Financial, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Planwiser Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planwiser Financial, LLC holds 91,047 shares of DFAI stock, worth $2.95 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
91,047
Holding current value
$2.95 Million
% of portfolio
2.7%

Shares

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

May 08, 2025
BUY
$28.88 - $32.4 $2.63 Million - $2.95 Million
91,047 New
91,047 $2.98 Billion

Others Institutions Holding DFAI

# of Institutions
630
Shares Held
207M
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
Track This Portfolio

Track Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, 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 Planwiser Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Planwiser Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email