Commonwealth Equity Services, LLC DIMENSIONAL ETF TRUST Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
149,683
Previous 123,756 20.95%
Holding current value
$8.08 Million
Previous $6.6 Million 22.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
BUY
N/A
25,927 Added 20.95%
149,683 $8.08 Million
Q2 2025

Aug 06, 2025
BUY
N/A
653 Added 0.53%
123,756 $6.6 Million
Q1 2025

May 09, 2025
BUY
N/A
4,736 Added 4.0%
123,103 $6.43 Million
Q4 2024

Feb 10, 2025
BUY
N/A
20,425 Added 20.85%
118,367 $6.19 Million
Q3 2024

Oct 18, 2024
BUY
N/A
29,050 Added 42.17%
97,942 $5.3 Million
Q2 2024

Jul 31, 2024
BUY
N/A
59,317 Added 619.5%
68,892 $3.62 Million
Q1 2024

Apr 29, 2024
BUY
N/A
9,575 New
9,575 $508,000
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