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 43,788 shares of DFAI stock, worth $1.33 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
43,788
Previous 43,790 0.0%
Holding current value
$1.33 Million
Previous $1.39 Million 8.12%
% of portfolio
0.21%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$29.0 - $31.6 $58 - $63
-2 Reduced -0.0%
43,788 $1.28 Million
Q3 2024

Oct 10, 2024
SELL
$28.69 - $32.06 $41,944 - $46,871
-1,462 Reduced 3.23%
43,790 $1.39 Million
Q2 2024

Aug 02, 2024
SELL
$28.93 - $30.91 $28,640 - $30,600
-990 Reduced 2.14%
45,252 $1.34 Million
Q1 2024

Apr 18, 2024
SELL
$27.74 - $30.27 $60,750 - $66,291
-2,190 Reduced 4.52%
46,242 $1.4 Million
Q4 2023

Feb 05, 2024
SELL
$24.88 - $28.69 $17,590 - $20,283
-707 Reduced 1.44%
48,432 $1.39 Million
Q3 2023

Nov 08, 2023
SELL
$26.0 - $28.17 $35,776 - $38,761
-1,376 Reduced 2.72%
49,139 $1.28 Million
Q2 2023

Jul 31, 2023
SELL
$26.46 - $28.05 $81,867 - $86,786
-3,094 Reduced 5.77%
50,515 $1.38 Million
Q1 2023

Apr 14, 2023
SELL
$25.21 - $27.45 $116,621 - $126,983
-4,626 Reduced 7.94%
53,609 $1.44 Million
Q4 2022

Feb 02, 2023
SELL
$21.47 - $25.85 $232,219 - $279,593
-10,816 Reduced 15.66%
58,235 $1.46 Million
Q3 2022

Nov 14, 2022
SELL
$21.44 - $25.78 $729,110 - $876,700
-34,007 Reduced 33.0%
69,051 $1.49 Million
Q2 2022

Aug 01, 2022
SELL
$23.87 - $28.49 $61,680 - $73,618
-2,584 Reduced 2.45%
103,058 $2.49 Million
Q1 2022

May 13, 2022
BUY
$25.94 - $30.08 $2.74 Million - $3.18 Million
105,642 New
105,642 $2.97 Million

Others Institutions Holding DFAI

# of Institutions
549
Shares Held
186M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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