Total Wealth Planning, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1762997
CINCINNATI, OH
All Filings in DFLV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFLV | $2,209,589 | 64,589 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DFLV | $34,786,584 | 1,057,343 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 DFLV | $30,612,986 | 986,879 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 DFLV | $26,934,371 | 881,072 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 DFLV | $24,565,470 | 818,031 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 DFLV | $22,673,356 | 735,909 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 DFLV | $19,551,514 | 676,289 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 DFLV | $17,239,211 | 574,832 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 DFLV | $13,408,333 | 495,687 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 DFLV | $9,144,023 | 368,562 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 DFLV | $6,434,201 | 253,315 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DFLV | $2,919,214 | 118,817 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||