Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025
Number of Shares
71,470
Previous 64,248 11.24%
Holding current value
$3.89 Billion
Previous $3.43 Billion 13.45%
% of portfolio
1.41%
Previous 1.51%

Shares

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

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email