Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $316 Billion
  • Q3 2025
Number of Shares
92,801
Previous 71,470 29.85%
Holding current value
$5.16 Billion
Previous $3.89 Billion 32.42%
% of portfolio
1.63%
Previous 1.41%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
21,331 Added 29.85%
92,801 $5.16 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
7,222 Added 11.24%
71,470 $3.89 Billion
Q1 2025

May 07, 2025
BUY
N/A
259 Added 0.4%
64,248 $3.43 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
12,959 Added 25.39%
63,989 $3.38 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
18,377 Added 56.28%
51,030 $2.81 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
28,596 Added 704.86%
32,653 $1.73 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
4,057 New
4,057 $217 Million
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