Delap Wealth Advisory, LLC DIMENSIONAL ETF TRUST Transaction History

Delap Wealth Advisory, LLC

  • $179 Billion
  • Q1 2025
Number of Shares
19,155
Previous 17,902 7.0%
Holding current value
$503 Million
Previous $457 Million 10.02%
% of portfolio
0.28%
Previous 0.27%

Shares

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