Total Wealth Planning, LLC's ownership history for DFAT


Total Wealth Planning, LLC currently holds 7.4K shares with a market value of $439.5K. It started holding DFAT on 2024-09-30. At its peak, it held 67.0K shares on 2024-09-30. Its highest holding value was $3.7M on 2024-09-30. At its lowest, it held 7.4K shares on 2025-12-31, with a value of $439.5K on 2025-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 54.6K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 58.3K.


Total Wealth Planning, LLC's ownership history for DFAT