Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025

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 10,486 shares of DFAX stock, worth $308,183. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,486
Previous 11,982 12.49%
Holding current value
$308,183
Previous $297,000 7.07%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$24.45 - $27.2 $36,577 - $40,691
-1,496 Reduced 12.49%
10,486 $276,000
Q3 2024

Oct 10, 2024
SELL
$24.29 - $27.25 $121 - $136
-5 Reduced 0.04%
11,982 $323,000
Q2 2024

Aug 02, 2024
SELL
$24.57 - $26.36 $282,874 - $303,482
-11,513 Reduced 48.99%
11,987 $304,000
Q1 2024

Apr 18, 2024
SELL
$23.42 - $25.45 $362,213 - $393,609
-15,466 Reduced 39.69%
23,500 $597,000
Q4 2023

Feb 05, 2024
SELL
$21.44 - $24.42 $1.31 Million - $1.49 Million
-61,148 Reduced 61.08%
38,966 $951,000
Q3 2023

Nov 08, 2023
BUY
$22.41 - $24.35 $2.24 Million - $2.44 Million
100,114 New
100,114 $2.25 Million

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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