Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Total Wealth Planning, LLC holds 67,864 shares of DFAE stock, worth $2.18 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

67,864

Previous 69,243 1.99%

Holding current value

$2.18 Million

Previous $1.8 Million 9.23%

% of portfolio

0.26%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$22.87 - $28.95 $31,537 - $39,922	-1,379 Reduced 1.99%	67,864 $1.96 Million
Q1 2025 Apr 15, 2025	SELL	$24.64 - $26.86 $10,619 - $11,576	-431 Reduced 0.62%	69,243 $1.8 Million
Q4 2024 Jan 15, 2025	BUY	$25.36 - $28.15 $1,268 - $1,407	50 Added 0.07%	69,674 $1.77 Million
Q3 2024 Oct 10, 2024	SELL	$24.46 - $27.82 $6,848 - $7,789	-280 Reduced 0.4%	69,624 $1.91 Million
Q2 2024 Aug 02, 2024	SELL	$24.03 - $26.3 $37,775 - $41,343	-1,572 Reduced 2.2%	69,904 $1.81 Million
Q1 2024 Apr 18, 2024	SELL	$22.74 - $24.88 $7,958 - $8,708	-350 Reduced 0.49%	71,476 $1.77 Million
Q4 2023 Feb 05, 2024	SELL	$21.63 - $24.11 $8,652 - $9,644	-400 Reduced 0.55%	71,826 $1.73 Million
Q3 2023 Nov 08, 2023	SELL	$22.43 - $24.83 $1,278 - $1,415	-57 Reduced 0.08%	72,226 $1.63 Million
Q2 2023 Jul 31, 2023	SELL	$22.38 - $24.3 $47,333 - $51,394	-2,115 Reduced 2.84%	72,283 $1.7 Million
Q1 2023 Apr 14, 2023	SELL	$21.78 - $24.36 $86,314 - $96,538	-3,963 Reduced 5.06%	74,398 $1.71 Million
Q4 2022 Feb 02, 2023	SELL	$19.67 - $22.73 $11,211 - $12,956	-570 Reduced 0.72%	78,361 $1.72 Million
Q3 2022 Nov 14, 2022	BUY	$20.09 - $23.68 $117,968 - $139,048	5,872 Added 8.04%	78,931 $1.59 Million
Q2 2022 Aug 01, 2022	BUY	$22.9 - $27.06 $62,494 - $73,846	2,729 Added 3.88%	73,059 $1.69 Million
Q1 2022 May 13, 2022	BUY	$24.29 - $28.31 $1.71 Million - $1.99 Million	70,330 New	70,330 $1.85 Million

Others Institutions Holding DFAE

# of Institutions

605

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Total Wealth Planning, LLC Dimensional ETF Tr Transaction History