A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Total Wealth Planning, LLC holds 25,676 shares of DFIP stock, worth $1.06 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,676
Previous 28,618 10.28%
Holding current value
$1.06 Million
Previous $1.17 Million 7.11%
% of portfolio
0.18%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$40.69 - $42.46 $119,709 - $124,917
-2,942 Reduced 10.28%
25,676 $1.09 Million
Q2 2024

Aug 02, 2024

BUY
$40.31 - $41.37 $68,688 - $70,494
1,704 Added 6.33%
28,618 $1.17 Million
Q1 2024

Apr 18, 2024

SELL
$40.58 - $41.54 $30,150 - $30,864
-743 Reduced 2.69%
26,914 $1.11 Million
Q4 2023

Feb 05, 2024

SELL
$39.16 - $41.47 $287,512 - $304,472
-7,342 Reduced 20.98%
27,657 $1.14 Million
Q3 2023

Nov 08, 2023

SELL
$39.65 - $41.67 $4,242 - $4,458
-107 Reduced 0.3%
34,999 $1.39 Million
Q2 2023

Jul 31, 2023

SELL
$41.16 - $43.19 $24,490 - $25,698
-595 Reduced 1.67%
35,106 $1.45 Million
Q1 2023

Apr 14, 2023

SELL
$40.93 - $42.83 $41,584 - $43,515
-1,016 Reduced 2.77%
35,701 $1.53 Million
Q4 2022

Feb 02, 2023

BUY
$40.55 - $42.62 $891,410 - $936,915
21,983 Added 149.2%
36,717 $1.51 Million
Q3 2022

Nov 14, 2022

BUY
$40.65 - $46.11 $171,014 - $193,984
4,207 Added 39.96%
14,734 $599,000
Q2 2022

Aug 01, 2022

BUY
$43.79 - $47.31 $460,977 - $498,032
10,527 New
10,527 $463,000

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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