Delap Wealth Advisory, LLC DIMENSIONAL ETF TRUST Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025
Number of Shares
19,745
Previous 19,155 3.08%
Holding current value
$530 Million
Previous $503 Million 5.32%
% of portfolio
0.25%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
590 Added 3.08%
19,745 $530 Million
Q1 2025

May 08, 2025
BUY
N/A
1,253 Added 7.0%
19,155 $503 Million
Q4 2024

Feb 04, 2025
BUY
N/A
3,895 Added 27.81%
17,902 $457 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-13,881 Reduced 49.77%
14,007 $404 Million
Q2 2024

Aug 13, 2024
BUY
N/A
14,004 Added 100.86%
27,888 $697 Million
Q1 2024

May 14, 2024
BUY
N/A
456 Added 3.4%
13,884 $354 Million
Q4 2023

Feb 14, 2024
BUY
N/A
13,428 New
13,428 $349 Million
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