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

Total Wealth Planning, LLC

$744 Million
Q2 2025

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 21,509 shares of DFIP stock, worth $896,710. This represents 0.12% of its overall portfolio holdings.

Number of Shares

21,509

Previous 29,592 27.31%

Holding current value

$896,710

Previous $1.24 Million 27.62%

% of portfolio

0.12%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$41.11 - $42.42 $332,292 - $342,880	-8,083 Reduced 27.31%	21,509 $899,000
Q1 2025 Apr 15, 2025	BUY	$40.27 - $42.11 $28,068 - $29,350	697 Added 2.41%	29,592 $1.24 Million
Q4 2024 Jan 15, 2025	BUY	$40.31 - $42.43 $129,757 - $136,582	3,219 Added 12.54%	28,895 $1.17 Million
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

147

Shares Held

15.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

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