Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 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 852,653 shares of DFIV stock, worth $39.5 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

852,653

Previous 839,021 1.62%

Holding current value

$39.5 Million

Previous $33.3 Million 9.72%

% of portfolio

4.91%

Previous 5.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$34.67 - $43.21 $472,621 - $589,038	13,632 Added 1.62%	852,653 $36.5 Million
Q1 2025 Apr 15, 2025	BUY	$35.33 - $40.77 $1.21 Million - $1.39 Million	34,128 Added 4.24%	839,021 $33.3 Million
Q4 2024 Jan 15, 2025	BUY	$34.86 - $37.97 $2.71 Million - $2.95 Million	77,610 Added 10.67%	804,893 $28.5 Million
Q3 2024 Oct 10, 2024	BUY	$34.66 - $38.38 $1.49 Million - $1.65 Million	42,983 Added 6.28%	727,283 $27.7 Million
Q2 2024 Aug 02, 2024	BUY	$35.5 - $38.02 $1.2 Million - $1.28 Million	33,721 Added 5.18%	684,300 $24.6 Million
Q1 2024 Apr 18, 2024	BUY	$33.15 - $36.75 $1.02 Million - $1.14 Million	30,896 Added 4.99%	650,579 $23.9 Million
Q4 2023 Feb 05, 2024	BUY	$30.86 - $34.46 $2.01 Million - $2.24 Million	65,006 Added 11.72%	619,683 $21.3 Million
Q3 2023 Nov 08, 2023	BUY	$32.1 - $34.42 $1.64 Million - $1.76 Million	51,158 Added 10.16%	554,677 $18.1 Million
Q2 2023 Jul 31, 2023	BUY	$31.45 - $33.77 $2.56 Million - $2.75 Million	81,446 Added 19.3%	503,519 $16.5 Million
Q1 2023 Apr 14, 2023	BUY	$30.43 - $33.38 $4.81 Million - $5.28 Million	158,037 Added 59.85%	422,073 $13.6 Million
Q4 2022 Feb 02, 2023	BUY	$25.88 - $31.1 $774,510 - $930,729	29,927 Added 12.78%	264,036 $8.03 Million
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $4.81 Million - $5.72 Million	187,129 Added 398.32%	234,109 $6.03 Million
Q2 2022 Aug 01, 2022	BUY	$28.66 - $33.84 $1.35 Million - $1.59 Million	46,980 New	46,980 $1.36 Million

Others Institutions Holding DFIV

# of Institutions

751

Shares Held

262M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Total Wealth Planning, LLC Dimensional ETF Tr Transaction History