Delap Wealth Advisory, LLC DIMENSIONAL ETF TRUST Transaction History

Delap Wealth Advisory, LLC

  • $217 Billion
  • Q2 2024
Number of Shares
27,888
Previous 13,884 100.86%
Holding current value
$697 Million
Previous $354 Million 96.62%
% of portfolio
0.32%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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