Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 2025

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 498,520 shares of DFSV stock, worth $16 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

498,520

Previous 408,451 22.05%

Holding current value

$16 Million

Previous $11.5 Million 27.79%

% of portfolio

1.97%

Previous 1.88%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$24.21 - $29.47 $2.18 Million - $2.65 Million	90,069 Added 22.05%	498,520 $14.7 Million
Q1 2025 Apr 15, 2025	BUY	$27.56 - $32.1 $745,029 - $867,759	27,033 Added 7.09%	408,451 $11.5 Million
Q4 2024 Jan 15, 2025	BUY	$30.18 - $33.87 $796,057 - $893,388	26,377 Added 7.43%	381,418 $11.7 Million
Q3 2024 Oct 10, 2024	BUY	$28.25 - $31.7 $711,278 - $798,142	25,178 Added 7.63%	355,041 $10.9 Million
Q2 2024 Aug 02, 2024	BUY	$27.81 - $30.13 $784,408 - $849,846	28,206 Added 9.35%	329,863 $9.49 Million
Q1 2024 Apr 18, 2024	BUY	$27.45 - $30.1 $602,307 - $660,454	21,942 Added 7.84%	301,657 $9.08 Million
Q4 2023 Feb 05, 2024	BUY	$23.61 - $29.53 $534,742 - $668,824	22,649 Added 8.81%	279,715 $8.15 Million
Q3 2023 Nov 08, 2023	BUY	$24.97 - $27.69 $856,171 - $949,434	34,288 Added 15.39%	257,066 $6.51 Million
Q2 2023 Jul 31, 2023	BUY	$23.17 - $25.7 $1.2 Million - $1.33 Million	51,780 Added 30.28%	222,778 $5.73 Million
Q1 2023 Apr 14, 2023	BUY	$23.74 - $28.31 $1.06 Million - $1.27 Million	44,696 Added 35.39%	170,998 $4.26 Million
Q4 2022 Feb 02, 2023	BUY	$22.47 - $26.46 $340,824 - $401,345	15,168 Added 13.65%	126,302 $3.13 Million
Q3 2022 Nov 14, 2022	BUY	$21.77 - $26.17 $1.36 Million - $1.63 Million	62,261 Added 127.39%	111,134 $2.42 Million
Q2 2022 Aug 01, 2022	BUY	$22.18 - $26.16 $1.08 Million - $1.28 Million	48,873 New	48,873 $1.1 Million

Others Institutions Holding DFSV

# of Institutions

480

Shares Held

129M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History