Total Wealth Planning, LLC's ownership history for DFIV

Total Wealth Planning, LLC currently holds 45.1K shares with a market value of $2.2M. 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 45.1K shares on 2025-12-31, with a value of $2.2M on 2025-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 807.6K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 759.8K.