Total Wealth Planning, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1762997
CINCINNATI, OH
All Filings in DFIP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DFIP | $945,487 | 22,389 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 DFIP | $899,291 | 21,509 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 DFIP | $1,246,148 | 29,592 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 DFIP | $1,169,987 | 28,895 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 DFIP | $1,085,581 | 25,676 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 DFIP | $1,168,616 | 28,618 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 DFIP | $1,110,202 | 26,914 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 DFIP | $1,141,680 | 27,657 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 DFIP | $1,391,910 | 34,999 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 DFIP | $1,450,228 | 35,106 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DFIP | $1,529,002 | 35,701 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 DFIP | $1,511,271 | 36,717 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 DFIP | $598,937 | 14,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DFIP | $463,030 | 10,527 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||