Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Total Wealth Planning, LLC

$611 Million
Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,070,693 shares of DFIS stock, worth $27.6 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares

1,070,693

Previous 1,013,931 5.6%

Holding current value

$27.6 Million

Previous $24.9 Million 12.48%

% of portfolio

4.58%

Previous 4.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$23.92 - $26.89 $1.36 Million - $1.53 Million	56,762 Added 5.6%	1,070,693 $28 Million
Q4 2024 Jan 15, 2025	BUY	$24.25 - $26.7 $1.51 Million - $1.66 Million	62,163 Added 6.53%	1,013,931 $24.9 Million
Q3 2024 Oct 10, 2024	BUY	$24.06 - $26.97 $1.57 Million - $1.76 Million	65,092 Added 7.34%	951,768 $25.5 Million
Q2 2024 Aug 02, 2024	BUY	$24.08 - $25.86 $1.53 Million - $1.64 Million	63,504 Added 7.71%	886,676 $21.8 Million
Q1 2024 Apr 18, 2024	BUY	$23.13 - $25.1 $924,737 - $1 Million	39,980 Added 5.1%	823,172 $20.6 Million
Q4 2023 Feb 05, 2024	BUY	$20.55 - $24.23 $1.99 Million - $2.35 Million	96,877 Added 14.12%	783,192 $18.9 Million
Q3 2023 Nov 08, 2023	BUY	$21.81 - $23.89 $1.94 Million - $2.12 Million	88,842 Added 14.87%	686,315 $15.1 Million
Q2 2023 Jul 31, 2023	BUY	$22.26 - $23.55 $2.4 Million - $2.53 Million	107,635 Added 21.97%	597,473 $13.6 Million
Q1 2023 Apr 14, 2023	BUY	$21.65 - $23.87 $2.67 Million - $2.95 Million	123,396 Added 33.67%	489,838 $11.3 Million
Q4 2022 Feb 02, 2023	BUY	$18.29 - $22.14 $2.1 Million - $2.54 Million	114,823 Added 45.63%	366,442 $7.88 Million
Q3 2022 Nov 14, 2022	BUY	$18.33 - $22.66 $2.64 Million - $3.27 Million	144,190 Added 134.22%	251,619 $4.65 Million
Q2 2022 Aug 01, 2022	BUY	$20.78 - $25.18 $2.23 Million - $2.71 Million	107,429 New	107,429 $2.24 Million

Others Institutions Holding DFIS

# of Institutions

244

Shares Held

85.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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 Dimensional Transaction History