Daner Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025
Number of Shares
6,764
Previous 6,859 1.39%
Holding current value
$0
Previous $376 Million 100.0%
% of portfolio
0.0%
Previous 0.26%

Shares

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

Oct 20, 2025
SELL
N/A
-95 Reduced 1.39%
6,764 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-2,634 Reduced 27.75%
6,859 $376 Million
Q4 2024

Feb 04, 2025
BUY
N/A
9,493 New
9,493 $504 Million
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