Total Wealth Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Total Wealth Planning, LLC

$812 Million
Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Total Wealth Planning, LLC holds 13,183 shares of DFAS stock, worth $885,238. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,183

Previous 13,195 0.09%

Holding current value

$885,238

Previous $840,000 7.38%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$63.41 - $69.69 $760 - $836	-12 Reduced 0.09%	13,183 $902,000
Q2 2025 Jul 15, 2025	BUY	$52.31 - $63.72 $36,198 - $44,094	692 Added 5.53%	13,195 $840,000
Q1 2025 Apr 15, 2025	SELL	$58.81 - $68.2 $30,581 - $35,464	-520 Reduced 3.99%	12,503 $746,000
Q4 2024 Jan 15, 2025	BUY	$63.58 - $71.15 $828,002 - $926,586	13,023 New	13,023 $847,000
Q2 2022 Aug 01, 2022	SELL	$46.65 - $56.4 $298,326 - $360,678	-6,395 Reduced 33.45%	12,725 $611,000

Q1 2022 May 13, 2022	BUY	$53.45 - $60.82 $1.02 Million - $1.16 Million	19,120 New	19,120 $1.07 Million

Others Institutions Holding DFAS

# of Institutions

869

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Total Wealth Planning, LLC Dimensional ETF Tr U S Small C Transaction History