Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Total Wealth Planning, LLC holds 951,768 shares of DFIS stock, worth $23.6 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
951,768
Previous 886,676 7.34%
Holding current value
$23.6 Million
Previous $21.8 Million 16.93%
% of portfolio
4.22%
Previous 3.92%

Shares

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

Oct 10, 2024
BUY
$24.06 - $26.97 $1.57 Million - $1.76 Million
65,092 Added 7.34%
951,768 $25.5 Million
Q2 2024

Aug 02, 2024
BUY
$24.08 - $25.86 $1.53 Million - $1.64 Million
63,504 Added 7.71%
886,676 $21.8 Million
Q1 2024

Apr 18, 2024
BUY
$23.13 - $25.1 $924,737 - $1 Million
39,980 Added 5.1%
823,172 $20.6 Million
Q4 2023

Feb 05, 2024
BUY
$20.55 - $24.23 $1.99 Million - $2.35 Million
96,877 Added 14.12%
783,192 $18.9 Million
Q3 2023

Nov 08, 2023
BUY
$21.81 - $23.89 $1.94 Million - $2.12 Million
88,842 Added 14.87%
686,315 $15.1 Million
Q2 2023

Jul 31, 2023
BUY
$22.26 - $23.55 $2.4 Million - $2.53 Million
107,635 Added 21.97%
597,473 $13.6 Million
Q1 2023

Apr 14, 2023
BUY
$21.65 - $23.87 $2.67 Million - $2.95 Million
123,396 Added 33.67%
489,838 $11.3 Million
Q4 2022

Feb 02, 2023
BUY
$18.29 - $22.14 $2.1 Million - $2.54 Million
114,823 Added 45.63%
366,442 $7.88 Million
Q3 2022

Nov 14, 2022
BUY
$18.33 - $22.66 $2.64 Million - $3.27 Million
144,190 Added 134.22%
251,619 $4.65 Million
Q2 2022

Aug 01, 2022
BUY
$20.78 - $25.18 $2.23 Million - $2.71 Million
107,429 New
107,429 $2.24 Million

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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