Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

$374 Billion
Q4 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 400,278 shares of DFAE stock, worth $13 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

400,278

Previous 399,388 0.22%

Holding current value

$13 Million

Previous $12.6 Billion 3.53%

% of portfolio

3.48%

Previous 3.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$30.74 - $33.05 $27,358 - $29,414	890 Added 0.22%	400,278 $13 Billion
Q3 2025 Oct 31, 2025	BUY	$28.84 - $31.84 $362,836 - $400,579	12,581 Added 3.25%	399,388 $12.6 Billion
Q1 2025 May 14, 2025	SELL	$24.64 - $26.86 $40,680 - $44,345	-1,651 Reduced 0.43%	386,807 $10 Billion
Q4 2024 Jan 22, 2025	SELL	$25.36 - $28.15 $128,346 - $142,467	-5,061 Reduced 1.29%	388,458 $9.86 Billion
Q3 2024 Oct 09, 2024	BUY	$24.46 - $27.82 $9.63 Million - $10.9 Million	393,519 New	393,519 $10.8 Billion

Others Institutions Holding DFAE

# of Institutions

633

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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