Total Wealth Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Total Wealth Planning, LLC holds 123,946 shares of DFUV stock, worth $5.32 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

123,946

Previous 128,246 3.35%

Holding current value

$5.32 Million

Previous $5.35 Million 5.14%

% of portfolio

0.84%

Previous 0.88%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$40.38 - $44.35 $173,634 - $190,705	-4,300 Reduced 3.35%	123,946 $5.07 Million
Q3 2024 Oct 10, 2024	SELL	$38.51 - $41.69 $129,393 - $140,078	-3,360 Reduced 2.55%	128,246 $5.35 Million
Q2 2024 Aug 02, 2024	SELL	$38.53 - $40.76 $774,915 - $819,765	-20,112 Reduced 13.26%	131,606 $5.17 Million
Q1 2024 Apr 18, 2024	SELL	$36.22 - $40.9 $641,890 - $724,829	-17,722 Reduced 10.46%	151,718 $6.21 Million
Q4 2023 Feb 05, 2024	SELL	$31.85 - $37.39 $1.41 Million - $1.66 Million	-44,369 Reduced 20.75%	169,440 $6.31 Million
Q3 2023 Nov 08, 2023	BUY	$33.83 - $36.19 $2.55 Million - $2.73 Million	75,433 Added 54.51%	213,809 $7.27 Million
Q2 2023 Jul 31, 2023	SELL	$32.32 - $34.5 $2,617 - $2,794	-81 Reduced 0.06%	138,376 $4.77 Million
Q1 2023 Apr 14, 2023	SELL	$31.9 - $35.83 $47,307 - $53,135	-1,483 Reduced 1.06%	138,457 $4.64 Million
Q4 2022 Feb 02, 2023	SELL	$30.23 - $35.36 $920,110 - $1.08 Million	-30,437 Reduced 17.86%	139,940 $4.69 Million
Q3 2022 Nov 14, 2022	BUY	$29.6 - $34.78 $5.04 Million - $5.93 Million	170,377 New	170,377 $5.05 Million

Others Institutions Holding DFUV

# of Institutions

657

Shares Held

269M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Total Wealth Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History