Total Wealth Planning, LLC Dimensional ETF Tr Inflation P Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Total Wealth Planning, LLC holds 25,676 shares of DFIP stock, worth $1.07 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

25,676

Previous 28,618 10.28%

Holding current value

$1.07 Million

Previous $1.17 Million 7.11%

% of portfolio

0.18%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$40.69 - $42.46 $119,709 - $124,917	-2,942 Reduced 10.28%	25,676 $1.09 Million
Q2 2024 Aug 02, 2024	BUY	$40.31 - $41.37 $68,688 - $70,494	1,704 Added 6.33%	28,618 $1.17 Million
Q1 2024 Apr 18, 2024	SELL	$40.58 - $41.54 $30,150 - $30,864	-743 Reduced 2.69%	26,914 $1.11 Million
Q4 2023 Feb 05, 2024	SELL	$39.16 - $41.47 $287,512 - $304,472	-7,342 Reduced 20.98%	27,657 $1.14 Million
Q3 2023 Nov 08, 2023	SELL	$39.65 - $41.67 $4,242 - $4,458	-107 Reduced 0.3%	34,999 $1.39 Million
Q2 2023 Jul 31, 2023	SELL	$41.16 - $43.19 $24,490 - $25,698	-595 Reduced 1.67%	35,106 $1.45 Million
Q1 2023 Apr 14, 2023	SELL	$40.93 - $42.83 $41,584 - $43,515	-1,016 Reduced 2.77%	35,701 $1.53 Million
Q4 2022 Feb 02, 2023	BUY	$40.55 - $42.62 $891,410 - $936,915	21,983 Added 149.2%	36,717 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$40.65 - $46.11 $171,014 - $193,984	4,207 Added 39.96%	14,734 $599,000
Q2 2022 Aug 01, 2022	BUY	$43.79 - $47.31 $460,977 - $498,032	10,527 New	10,527 $463,000

Others Institutions Holding DFIP

# of Institutions

105

Shares Held

10.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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 Inflation P Transaction History