Total Wealth Planning, LLC Dimensional ETF Tr Inflation P Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Total Wealth Planning, LLC holds 28,895 shares of DFIP stock, worth $1.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,895

Previous 25,676 12.54%

Holding current value

$1.2 Million

Previous $1.09 Million 7.74%

% of portfolio

0.19%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$40.31 - $42.43 $129,757 - $136,582	3,219 Added 12.54%	28,895 $1.17 Million
Q3 2024 Oct 10, 2024	SELL	$40.69 - $42.46 $119,709 - $124,917	-2,942 Reduced 10.28%	25,676 $1.09 Million
Q2 2024 Aug 02, 2024	BUY	$40.31 - $41.37 $68,688 - $70,494	1,704 Added 6.33%	28,618 $1.17 Million
Q1 2024 Apr 18, 2024	SELL	$40.58 - $41.54 $30,150 - $30,864	-743 Reduced 2.69%	26,914 $1.11 Million
Q4 2023 Feb 05, 2024	SELL	$39.16 - $41.47 $287,512 - $304,472	-7,342 Reduced 20.98%	27,657 $1.14 Million
Q3 2023 Nov 08, 2023	SELL	$39.65 - $41.67 $4,242 - $4,458	-107 Reduced 0.3%	34,999 $1.39 Million
Q2 2023 Jul 31, 2023	SELL	$41.16 - $43.19 $24,490 - $25,698	-595 Reduced 1.67%	35,106 $1.45 Million
Q1 2023 Apr 14, 2023	SELL	$40.93 - $42.83 $41,584 - $43,515	-1,016 Reduced 2.77%	35,701 $1.53 Million
Q4 2022 Feb 02, 2023	BUY	$40.55 - $42.62 $891,410 - $936,915	21,983 Added 149.2%	36,717 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$40.65 - $46.11 $171,014 - $193,984	4,207 Added 39.96%	14,734 $599,000
Q2 2022 Aug 01, 2022	BUY	$43.79 - $47.31 $460,977 - $498,032	10,527 New	10,527 $463,000

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Total Wealth Planning, LLC Dimensional ETF Tr Inflation P Transaction History