Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $316 Billion
  • Q3 2025
Number of Shares
49,714
Previous 38,720 28.39%
Holding current value
$2.76 Billion
Previous $2.1 Billion 31.28%
% of portfolio
0.87%
Previous 0.76%

Shares

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

Oct 21, 2025
BUY
N/A
10,994 Added 28.39%
49,714 $2.76 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
3,986 Added 11.48%
38,720 $2.1 Billion
Q1 2025

May 07, 2025
BUY
N/A
2,120 Added 6.5%
34,734 $1.85 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
21,031 Added 181.57%
32,614 $1.72 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
11,583 New
11,583 $635 Million
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