Total Wealth Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Total Wealth Planning, LLC

  • $558 Million
  • Q2 2024
Number of Shares
676,289
Previous 574,832 17.65%
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 2024

Aug 02, 2024
BUY
N/A
101,457 Added 17.65%
676,289 $0
Q1 2024

Apr 18, 2024
BUY
N/A
79,145 Added 15.97%
574,832 $0
Q4 2023

Feb 05, 2024
BUY
N/A
127,125 Added 34.49%
495,687 $0
Q3 2023

Nov 08, 2023
BUY
N/A
115,247 Added 45.5%
368,562 $0
Q2 2023

Jul 31, 2023
BUY
N/A
134,498 Added 113.2%
253,315 $0
Q1 2023

Apr 14, 2023
BUY
N/A
118,817 New
118,817 $0
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