Stage Harbor Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Stage Harbor Financial, LLC

  • $137 Billion
  • Q3 2025
Number of Shares
52,379
Previous 45,376 15.43%
Holding current value
$3.06 Billion
Previous $2.46 Billion 24.39%
% of portfolio
2.24%
Previous 2.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
7,003 Added 15.43%
52,379 $3.06 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
26,677 Added 142.67%
45,376 $2.46 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
12,215 Added 188.39%
18,699 $940 Million
Q4 2024

Feb 12, 2025
BUY
N/A
6,484 New
6,484 $343 Million
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