Bwm Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bwm Planning, LLC holds 11,980 shares of DFAC stock, worth $462,787. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,980
Previous 11,385 5.23%
Holding current value
$462,787
Previous $439 Million 8.01%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$37.61 - $39.41 $22,377 - $23,448
595 Added 5.23%
11,980 $474 Million
Q3 2025

Oct 31, 2025
SELL
$36.04 - $38.78 $18,128 - $19,506
-503 Reduced 4.23%
11,385 $439 Million
Q1 2025

May 14, 2025
BUY
$32.42 - $36.13 $64,450 - $71,826
1,988 Added 20.08%
11,888 $392 Million
Q4 2024

Jan 22, 2025
BUY
$33.92 - $36.6 $15,603 - $16,836
460 Added 4.87%
9,900 $342 Million
Q3 2024

Oct 09, 2024
BUY
$31.05 - $34.29 $293,112 - $323,697
9,440 New
9,440 $324 Million

Others Institutions Holding DFAC

# of Institutions
1,178
Shares Held
811M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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