Stage Harbor Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Stage Harbor Financial, LLC

  • $115 Billion
  • Q4 2024
Number of Shares
434,882
Previous 387,640 12.19%
Holding current value
$13.1 Billion
Previous $12.1 Billion 7.74%
% of portfolio
11.36%
Previous 11.04%

Shares

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

Feb 12, 2025
BUY
N/A
47,242 Added 12.19%
434,882 $13.1 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
33,192 Added 9.36%
387,640 $12.1 Billion
Q2 2024

Jul 15, 2024
BUY
N/A
29,805 Added 9.18%
354,448 $10.2 Billion
Q1 2024

May 14, 2024
BUY
N/A
47,487 Added 17.13%
324,643 $9.74 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
277,156 New
277,156 $7.5 Billion
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