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 393,519 shares of DFAE stock, worth $10.4 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

393,519

Holding current value

$10.4 Million

% of portfolio

4.79%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

460

Shares Held

136M

Call Options Held

Put Options Held

Retirement Systems Of Alabama

12.7M
Shares

$335 Million
1.28% of portfolio
Mather Group, Llc. Chicago, IL

6.14M
Shares

$162 Million
2.17% of portfolio
Ubs Group Ag

5.16M
Shares

$137 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.26M
Shares

$113 Million
0.01% of portfolio
Envestnet Asset Management Inc

3.71M
Shares

$98.1 Million
0.03% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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