Babb Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Babb Wealth Advisors LLC

  • $154 Billion
  • Q3 2025
Number of Shares
171,543
Previous 117,865 45.54%
Holding current value
$8.71 Billion
Previous $5.98 Billion 45.63%
% of portfolio
5.66%
Previous 4.42%

Shares

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

Nov 10, 2025
BUY
N/A
53,678 Added 45.54%
171,543 $8.71 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-2,992 Reduced 2.48%
117,865 $5.98 Billion
Q1 2025

May 05, 2025
BUY
N/A
16,632 Added 15.96%
120,857 $6.13 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
104,225 New
104,225 $5.27 Billion
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