Total Wealth Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025
Number of Shares
569,962
Previous 536,792 6.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 15, 2025
BUY
N/A
33,170 Added 6.18%
569,962 $0
Q1 2025

Apr 15, 2025
BUY
N/A
53,045 Added 10.97%
536,792 $0
Q4 2024

Jan 15, 2025
BUY
N/A
58,599 Added 13.78%
483,747 $0
Q3 2024

Oct 10, 2024
BUY
N/A
52,728 Added 14.16%
425,148 $0
Q2 2024

Aug 02, 2024
BUY
N/A
60,056 Added 19.23%
372,420 $0
Q1 2024

Apr 18, 2024
BUY
N/A
58,767 Added 23.17%
312,364 $0
Q4 2023

Feb 05, 2024
BUY
N/A
58,187 Added 29.78%
253,597 $0
Q3 2023

Nov 08, 2023
BUY
N/A
71,499 Added 57.7%
195,410 $0
Q2 2023

Jul 31, 2023
BUY
N/A
94,668 Added 323.73%
123,911 $0
Q1 2023

Apr 14, 2023
BUY
N/A
29,243 New
29,243 $0
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