Copperleaf Capital, LLC DIMENSIONAL ETF TRUST Transaction History

Copperleaf Capital, LLC

  • $137 Million
  • Q3 2025
Number of Shares
22,774
Previous 21,439 6.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2025
BUY
N/A
1,335 Added 6.23%
22,774 $0
Q2 2025

Aug 11, 2025
SELL
N/A
-14 Reduced 0.07%
21,439 $0
Q1 2025

May 14, 2025
SELL
N/A
-518 Reduced 2.36%
21,453 $0
Q4 2024

Jan 30, 2025
BUY
N/A
5,282 Added 31.65%
21,971 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,054 Added 32.09%
16,689 $0
Q2 2024

Aug 13, 2024
BUY
N/A
177 Added 1.42%
12,635 $0
Q1 2024

May 14, 2024
BUY
N/A
12,458 New
12,458 $0
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email