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 8,279 shares of DFAX stock, worth $207,140. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,279

Holding current value

$207,140

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$281 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$228 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$187 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$180 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$143 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account