Diversify Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
18,330
Previous 15,689 16.83%
Holding current value
$493 Million
Previous $419 Million 17.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
N/A
2,641 Added 16.83%
18,330 $493 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,044 Added 47.38%
15,689 $419 Million
Q1 2025

Apr 30, 2025
BUY
N/A
10,645 New
10,645 $278 Million
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