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

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Total Wealth Planning, LLC holds 65,647 shares of DFAT stock, worth $3.75 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

65,647

Previous 66,956 1.96%

Holding current value

$3.75 Million

Previous $3.72 Million 1.91%

% of portfolio

0.6%

Previous 0.62%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $71,392 - $79,901	-1,309 Reduced 1.96%	65,647 $3.65 Million
Q3 2024 Oct 10, 2024	SELL	$51.0 - $57.07 $25,398 - $28,420	-498 Reduced 0.74%	66,956 $3.72 Million
Q2 2024 Aug 02, 2024	SELL	$50.18 - $54.47 $67,592 - $73,371	-1,347 Reduced 1.96%	67,454 $3.5 Million
Q1 2024 Apr 18, 2024	SELL	$49.45 - $54.43 $54,592 - $60,090	-1,104 Reduced 1.58%	68,801 $3.74 Million
Q4 2023 Feb 05, 2024	SELL	$42.71 - $53.09 $45,699 - $56,806	-1,070 Reduced 1.51%	69,905 $3.66 Million
Q3 2023 Nov 08, 2023	BUY	$45.07 - $49.71 $1.51 Million - $1.67 Million	33,519 Added 89.49%	70,975 $3.24 Million
Q2 2023 Jul 31, 2023	SELL	$41.44 - $46.39 $4,599 - $5,149	-111 Reduced 0.3%	37,456 $1.74 Million
Q1 2023 Apr 14, 2023	SELL	$42.38 - $49.75 $14,536 - $17,064	-343 Reduced 0.9%	37,567 $1.67 Million
Q4 2022 Feb 02, 2023	SELL	$40.24 - $46.91 $99,754 - $116,289	-2,479 Reduced 6.14%	37,910 $1.67 Million
Q3 2022 Nov 14, 2022	SELL	$38.84 - $46.6 $93,720 - $112,445	-2,413 Reduced 5.64%	40,389 $1.57 Million
Q2 2022 Aug 01, 2022	SELL	$39.72 - $47.15 $319,150 - $378,850	-8,035 Reduced 15.81%	42,802 $1.72 Million
Q1 2022 May 13, 2022	BUY	$44.35 - $48.64 $2.25 Million - $2.47 Million	50,837 New	50,837 $2.37 Million
Q4 2021 Feb 09, 2022	SELL	$44.48 - $49.36 $2.01 Million - $2.23 Million	-45,262 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$41.66 - $45.84 $1.89 Million - $2.07 Million	45,262 New	45,262 $2.01 Million

Others Institutions Holding DFAT

# of Institutions

675

Shares Held

157M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
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Total Wealth Planning, LLC Dimensional ETF Tr U S Target Transaction History