Total Wealth Planning, LLC's ownership history for DFIV

Total Wealth Planning, LLC currently holds 881.0K shares with a market value of $40.6M. It started holding DFIV on 2024-09-30. At its peak, it held 881.0K shares on 2025-09-30. Its highest holding value was $40.6M on 2025-09-30. At its lowest, it held 727.3K shares on 2024-09-30, with a value of $27.7M on 2024-09-30. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 42.0K. In the recent year, Total Wealth Planning, LLC has increased its shares by 153.7K.