Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

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 69,674 shares of DFAE stock, worth $1.85 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
69,674
Previous 69,624 0.07%
Holding current value
$1.85 Million
Previous $1.91 Million 7.44%
% of portfolio
0.29%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
535
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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