Bwm Planning, LLC Dimensional ETF Tr Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 8,594 shares of DFAX stock, worth $275,093. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,594
Previous 8,533 0.71%
Holding current value
$275,093
Previous $268 Million 5.05%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 13, 2026
BUY
$30.71 - $32.34 $1,873 - $1,972
61 Added 0.71%
8,594 $281 Million
Q3 2025

Oct 31, 2025
BUY
$29.25 - $31.56 $4,563 - $4,923
156 Added 1.86%
8,533 $268 Million
Q1 2025

May 14, 2025
BUY
$24.45 - $27.2 $513 - $571
21 Added 0.25%
8,377 $219 Million
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $1,906 - $2,082
77 Added 0.93%
8,356 $208 Million
Q3 2024

Oct 09, 2024
BUY
$24.29 - $27.25 $201,096 - $225,602
8,279 New
8,279 $224 Million

Others Institutions Holding DFAX

# of Institutions
676
Shares Held
259M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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