Total Wealth Planning, LLC's ownership history for DFLV

Total Wealth Planning, LLC currently holds 1.1M shares with a market value of $34.8M. It started holding DFLV on 2024-09-30. At its peak, it held 1.1M shares on 2025-09-30. Its highest holding value was $34.8M on 2025-09-30. At its lowest, it held 735.9K shares on 2024-09-30, with a value of $22.7M on 2024-09-30. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 176.3K. In the recent year, Total Wealth Planning, LLC has increased its shares by 321.4K.