Lauer Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Lauer Wealth, LLC

  • $150 Billion
  • Q4 2024
Number of Shares
228,450
Previous 227,950 0.22%
Holding current value
$6.86 Billion
Previous $7.08 Billion 3.04%
% of portfolio
4.59%
Previous 5.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
500 Added 0.22%
228,450 $6.86 Billion
Q3 2024

Oct 24, 2024
BUY
N/A
3,750 Added 1.67%
227,950 $7.08 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
1,500 Added 0.67%
224,200 $6.58 Billion
Q3 2023

Oct 17, 2023
BUY
N/A
222,700 New
222,700 $5.51 Billion
Track This Portfolio

Track Lauer Wealth, LLC Portfolio

Follow Lauer Wealth, 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 Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email