Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 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 13,768 shares of DFAU stock, worth $560,495. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,768
Previous 13,766 0.01%
Holding current value
$560,495
Previous $516,000 5.81%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$35.8 - $39.69 $71 - $79
2 Added 0.01%
13,768 $546,000
Q2 2024

Aug 02, 2024
BUY
$34.53 - $37.67 $69 - $75
2 Added 0.01%
13,766 $516,000
Q1 2024

Apr 18, 2024
SELL
$32.59 - $36.54 $16,490 - $18,489
-506 Reduced 3.55%
13,764 $502,000
Q4 2023

Feb 05, 2024
SELL
$28.58 - $33.37 $82,110 - $95,872
-2,873 Reduced 16.76%
14,270 $474,000
Q3 2023

Nov 08, 2023
SELL
$29.79 - $32.13 $102,269 - $110,302
-3,433 Reduced 16.68%
17,143 $513,000
Q2 2023

Jul 31, 2023
SELL
$28.25 - $30.99 $94,948 - $104,157
-3,361 Reduced 14.04%
20,576 $637,000
Q1 2023

Apr 14, 2023
BUY
$26.87 - $29.65 $1,343 - $1,482
50 Added 0.21%
23,937 $688,000
Q4 2022

Feb 02, 2023
SELL
$25.24 - $28.83 $239,174 - $273,193
-9,476 Reduced 28.4%
23,887 $645,000
Q3 2022

Nov 14, 2022
SELL
$25.15 - $30.14 $3.88 Million - $4.65 Million
-154,299 Reduced 82.22%
33,363 $839,000
Q2 2022

Aug 01, 2022
SELL
$25.69 - $31.79 $2.87 Million - $3.55 Million
-111,599 Reduced 37.29%
187,662 $4.96 Million
Q1 2022

May 13, 2022
BUY
$29.18 - $33.24 $8.73 Million - $9.95 Million
299,261 New
299,261 $9.43 Million

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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