Total Wealth Planning, LLC Dimensional ETF Tr Transaction History

Total Wealth Planning, LLC

$812 Million
Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Total Wealth Planning, LLC holds 37,005 shares of DFAI stock, worth $1.37 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

37,005

Previous 38,372 3.56%

Holding current value

$1.37 Million

Previous $1.33 Million 1.43%

% of portfolio

0.17%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$34.05 - $36.55 $46,546 - $49,963	-1,367 Reduced 3.56%	37,005 $1.35 Million
Q2 2025 Jul 15, 2025	SELL	$28.02 - $34.71 $99,414 - $123,151	-3,548 Reduced 8.46%	38,372 $1.33 Million
Q1 2025 Apr 15, 2025	SELL	$28.88 - $32.4 $53,947 - $60,523	-1,868 Reduced 4.27%	41,920 $1.32 Million
Q4 2024 Jan 15, 2025	SELL	$29.0 - $31.6 $58 - $63	-2 Reduced -0.0%	43,788 $1.28 Million
Q3 2024 Oct 10, 2024	SELL	$28.69 - $32.06 $41,944 - $46,871	-1,462 Reduced 3.23%	43,790 $1.39 Million

Q2 2024 Aug 02, 2024	SELL	$28.93 - $30.91 $28,640 - $30,600	-990 Reduced 2.14%	45,252 $1.34 Million
Q1 2024 Apr 18, 2024	SELL	$27.74 - $30.27 $60,750 - $66,291	-2,190 Reduced 4.52%	46,242 $1.4 Million
Q4 2023 Feb 05, 2024	SELL	$24.88 - $28.69 $17,590 - $20,283	-707 Reduced 1.44%	48,432 $1.39 Million
Q3 2023 Nov 08, 2023	SELL	$26.0 - $28.17 $35,776 - $38,761	-1,376 Reduced 2.72%	49,139 $1.28 Million
Q2 2023 Jul 31, 2023	SELL	$26.46 - $28.05 $81,867 - $86,786	-3,094 Reduced 5.77%	50,515 $1.38 Million
Q1 2023 Apr 14, 2023	SELL	$25.21 - $27.45 $116,621 - $126,983	-4,626 Reduced 7.94%	53,609 $1.44 Million
Q4 2022 Feb 02, 2023	SELL	$21.47 - $25.85 $232,219 - $279,593	-10,816 Reduced 15.66%	58,235 $1.46 Million
Q3 2022 Nov 14, 2022	SELL	$21.44 - $25.78 $729,110 - $876,700	-34,007 Reduced 33.0%	69,051 $1.49 Million
Q2 2022 Aug 01, 2022	SELL	$23.87 - $28.49 $61,680 - $73,618	-2,584 Reduced 2.45%	103,058 $2.49 Million
Q1 2022 May 13, 2022	BUY	$25.94 - $30.08 $2.74 Million - $3.18 Million	105,642 New	105,642 $2.97 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Account

Total Wealth Planning, LLC Dimensional ETF Tr Transaction History