Ownership history in BWM Planning, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which BWM Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 124,095 | -953 | -0.8% | 1.97% | $7.4M | $59.54 |
| 2025 Q3 | ADDED | 125,048 | +9,470 | +8.2% | 2.17% | $7.3M | $57.98 |
| 2025 Q2 | REDUCED | 115,578 | -72,374 | -38.5% | 2.15% | $6.2M | $53.49 |
| 2025 Q1 | REDUCED | 187,952 | -4,121 | -2.1% | 4.10% | $9.7M | $50.81 |
| 2024 Q4 | REDUCED | 192,073 | -7,914 | -4.0% | 4.65% | $10.7M | $54.76 |
| 2024 Q3 | INITIATED | 199,987 | — | — | 4.94% | $11.1M | $54.53 |
As of 2025 Q4 — sorted by position size