Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

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 381,418 shares of DFSV stock, worth $10.8 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
381,418
Previous 355,041 7.43%
Holding current value
$10.8 Million
Previous $10.9 Million 7.36%
% of portfolio
1.94%
Previous 1.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$30.18 - $33.87 $796,057 - $893,388
26,377 Added 7.43%
381,418 $11.7 Million
Q3 2024

Oct 10, 2024
BUY
$28.25 - $31.7 $711,278 - $798,142
25,178 Added 7.63%
355,041 $10.9 Million
Q2 2024

Aug 02, 2024
BUY
$27.81 - $30.13 $784,408 - $849,846
28,206 Added 9.35%
329,863 $9.49 Million
Q1 2024

Apr 18, 2024
BUY
$27.45 - $30.1 $602,307 - $660,454
21,942 Added 7.84%
301,657 $9.08 Million
Q4 2023

Feb 05, 2024
BUY
$23.61 - $29.53 $534,742 - $668,824
22,649 Added 8.81%
279,715 $8.15 Million
Q3 2023

Nov 08, 2023
BUY
$24.97 - $27.69 $856,171 - $949,434
34,288 Added 15.39%
257,066 $6.51 Million
Q2 2023

Jul 31, 2023
BUY
$23.17 - $25.7 $1.2 Million - $1.33 Million
51,780 Added 30.28%
222,778 $5.73 Million
Q1 2023

Apr 14, 2023
BUY
$23.74 - $28.31 $1.06 Million - $1.27 Million
44,696 Added 35.39%
170,998 $4.26 Million
Q4 2022

Feb 02, 2023
BUY
$22.47 - $26.46 $340,824 - $401,345
15,168 Added 13.65%
126,302 $3.13 Million
Q3 2022

Nov 14, 2022
BUY
$21.77 - $26.17 $1.36 Million - $1.63 Million
62,261 Added 127.39%
111,134 $2.42 Million
Q2 2022

Aug 01, 2022
BUY
$22.18 - $26.16 $1.08 Million - $1.28 Million
48,873 New
48,873 $1.1 Million

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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