Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 619,224 shares of DFAI stock, worth $18.7 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

619,224

Holding current value

$18.7 Million

% of portfolio

8.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$28.69 - $32.06 $17.8 Million - $19.9 Million	619,224 New	619,224 $19.7 Billion

Others Institutions Holding DFAI

# of Institutions

527

Shares Held

164M

Call Options Held

400

Put Options Held

Sym Financial Corp

6.24M
Shares

$188 Million
29.57% of portfolio
Cable Hill Partners, LLC Portland, OR

5.47M
Shares

$165 Million
18.48% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$154 Million
0.01% of portfolio
Northern Trust Corp Chicago, IL

4.24M
Shares

$128 Million
0.02% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$125 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account