Bwm Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
52,679
Previous 49,775 5.83%
Holding current value
$1.39 Billion
Previous $1.36 Billion 2.39%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Jan 13, 2026
BUY
N/A
2,904 Added 5.83%
52,679 $1.39 Billion
Q3 2025

Oct 31, 2025
BUY
N/A
22,688 Added 83.76%
49,775 $1.36 Billion
Q1 2025

May 14, 2025
SELL
N/A
-5,181 Reduced 16.06%
27,087 $711 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-16,687 Reduced 34.09%
32,268 $824 Million
Q3 2024

Oct 09, 2024
BUY
N/A
48,955 New
48,955 $1.41 Billion
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