Captrust Financial Advisors DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
40,792
Previous 41,368 1.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
SELL
N/A
-576 Reduced 1.39%
40,792 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,880 Added 4.76%
41,368 $0
Q1 2025

May 14, 2025
BUY
N/A
31,062 Added 368.64%
39,488 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-575 Reduced 6.39%
8,426 $0
Q3 2024

Nov 14, 2024
BUY
N/A
9,001 New
9,001 $0
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