Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 399,388 shares of DFAE stock, worth $13 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
399,388
Previous 386,807 3.25%
Holding current value
$13 Million
Previous $10 Billion 25.75%
% of portfolio
3.75%
Previous 4.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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