Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025
Number of Shares
38,720
Previous 34,734 11.48%
Holding current value
$2.1 Billion
Previous $1.85 Billion 13.7%
% of portfolio
0.76%
Previous 0.81%

Shares

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

Jul 16, 2025
BUY
N/A
3,986 Added 11.48%
38,720 $2.1 Billion
Q1 2025

May 07, 2025
BUY
N/A
2,120 Added 6.5%
34,734 $1.85 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
21,031 Added 181.57%
32,614 $1.72 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
11,583 New
11,583 $635 Million
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