Ownership history in Total Wealth Planning, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Total Wealth Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFIS). 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 | 62,215 | -1,074,655 | -94.5% | 4.39% | $2.0M | $32.94 |
| 2025 Q3 | ADDED | 1,136,870 | +53,024 | +4.9% | 4.16% | $36.0M | $31.48 |
| 2025 Q2 | ADDED | 1,083,846 | +13,153 | +1.2% | 4.09% | $32.3M | $29.60 |
| 2025 Q1 | ADDED | 1,070,693 | +56,762 | +5.6% | 4.23% | $27.7M | $25.24 |
| 2024 Q4 | ADDED | 1,013,931 | +62,163 | +6.5% | 3.88% | $24.9M | $23.96 |
| 2024 Q3 | ADDED | 951,768 | +65,092 | +7.3% | 3.98% | $25.5M | $26.01 |
| 2024 Q2 | ADDED | 886,676 | +63,504 | +7.7% | 3.77% | $23.0M | $23.80 |
| 2024 Q1 | ADDED | 823,172 | +39,980 | +5.1% | 3.55% | $20.6M | $23.95 |
| 2023 Q4 | ADDED | 783,192 | +96,877 | +14.1% | 3.43% | $18.9M | $23.08 |
| 2023 Q3 | ADDED | 686,315 | +88,842 | +14.9% | 3.08% | $15.1M | $20.81 |
As of 2025 Q4 — sorted by position size