Total Wealth Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025
Number of Shares
9,803
Previous 10,987 10.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
N/A
-1,184 Reduced 10.78%
9,803 $0
Q1 2025

Apr 15, 2025
BUY
N/A
1,796 Added 19.54%
10,987 $0
Q4 2024

Jan 15, 2025
BUY
N/A
3,676 Added 66.65%
9,191 $0
Q3 2024

Oct 10, 2024
SELL
N/A
-2,361 Reduced 29.98%
5,515 $0
Q2 2024

Aug 02, 2024
BUY
N/A
1,292 Added 19.62%
7,876 $0
Q1 2024

Apr 18, 2024
BUY
N/A
6,584 New
6,584 $0
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