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 40,979 shares of DFIV stock, worth $1.5 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

40,979

Holding current value

$1.5 Million

% of portfolio

0.69%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$34.66 - $38.38 $1.42 Million - $1.57 Million	40,979 New	40,979 $1.56 Billion

Others Institutions Holding DFIV

# of Institutions

537

Shares Held

185M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

16.7M
Shares

$611 Million
1.52% of portfolio
Envestnet Asset Management Inc

14.7M
Shares

$536 Million
0.19% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$409 Million
4.47% of portfolio
Savant Capital, LLC

7.26M
Shares

$266 Million
2.57% of portfolio
Northern Trust Corp Chicago, IL

6.7M
Shares

$245 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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