A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,538,586 shares of DFEM stock, worth $41.2 Million. This represents 7.15% of its overall portfolio holdings.

Number of Shares
1,538,586
Previous 1,427,299 7.8%
Holding current value
$41.2 Million
Previous $38.2 Million 13.53%
% of portfolio
7.15%
Previous 6.84%

Shares

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

Oct 10, 2024

BUY
$25.21 - $28.46 $2.81 Million - $3.17 Million
111,287 Added 7.8%
1,538,586 $43.3 Million
Q2 2024

Aug 02, 2024

BUY
$24.84 - $27.2 $2.32 Million - $2.54 Million
93,360 Added 7.0%
1,427,299 $38.2 Million
Q1 2024

Apr 18, 2024

BUY
$23.62 - $25.64 $1.73 Million - $1.87 Million
73,081 Added 5.8%
1,333,939 $34 Million
Q4 2023

Feb 05, 2024

BUY
$22.36 - $24.96 $4.31 Million - $4.81 Million
192,551 Added 18.02%
1,260,858 $31.5 Million
Q3 2023

Nov 08, 2023

BUY
$23.16 - $25.43 $3.16 Million - $3.47 Million
136,410 Added 14.64%
1,068,307 $24.9 Million
Q2 2023

Jul 31, 2023

BUY
$23.0 - $24.82 $2.87 Million - $3.1 Million
124,910 Added 15.48%
931,897 $22.4 Million
Q1 2023

Apr 14, 2023

BUY
$22.42 - $24.83 $6 Million - $6.64 Million
267,403 Added 49.56%
806,987 $19 Million
Q4 2022

Feb 02, 2023

BUY
$20.21 - $23.44 $3.44 Million - $3.99 Million
170,237 Added 46.09%
539,584 $12.1 Million
Q3 2022

Nov 14, 2022

BUY
$20.44 - $24.05 $7.55 Million - $8.88 Million
369,347 New
369,347 $7.55 Million

Others Institutions Holding DFEM

About DIMENSIONAL ETF TR EMERGING MK


  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.