Daner Wealth Management, LLC Sells in Q2 2025

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-9.17K
- 17.42%
$228.25 - $285.3 $2.09M - $2.62M
43.5K $12.9B
OMFL
Invesco Exchange Traded Self I

ETFs
-42.4K
- 14.77%
$48.43 - $57.78 $2.05M - $2.45M
245K $14.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-39.2K
- 7.73%
$29.12 - $35.84 $1.14M - $1.4M
468K $17.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.96K
- 29.27%
$50.36 - $50.68 $451K - $454K
21.6K $1.1B
Dimensional ETF Trust
-6.4K
- 24.37%
N/A
19.9K $1.08B
VO
Vanguard Mid Cap ETF

ETFs
-1.73K
- 4.9%
$228.54 - $279.83 $394K - $483K
33.5K $9.58B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.15K
- 7.24%
$24.21 - $29.47 $100K - $122K
53.1K $1.63B
ACN
Accenture PLC

Technology
-63
- 5.89%
$279.23 - $323.21 $17.6K - $20.4K
1.01K $240M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.06K
- 5.31%
$74.88 - $91.97 $154K - $189K
36.7K $3.45B
Dimensional ETF Trust
-2.63K
- 27.75%
N/A
6.86K $376M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-3.42K
- 6.77%
$29.36 - $35.56 $101K - $122K
47.1K $1.73B
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.8%
$496.48 - $617.85 $5.46K - $6.8K
601 $386M
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 1.44%
$285.55 - $321.23 $11.7K - $13.2K
2.8K $845M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-888
- 7.04%
$22.25 - $28.0 $19.8K - $24.9K
11.7K $340M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.54K
- 6.91%
$24.32 - $29.74 $37.3K - $45.7K
20.7K $613M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-858
- 7.19%
$23.66 - $29.99 $20.3K - $25.7K
11.1K $344M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.37K
- 6.87%
$23.4 - $29.68 $32K - $40.6K
18.5K $571M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.79K
- 8.11%
$25.93 - $32.91 $46.4K - $58.9K
20.3K $694M
IEFA
Ishares Tr

ETFs
-11.2K
- 11.74%
$67.83 - $84.09 $763K - $946K
84.5K $7.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-238
- 2.79%
$498.8 - $620.9 $119K - $148K
8.3K $5.36B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.76K
- 5.66%
$24.94 - $31.15 $93.8K - $117K
62.7K $2.01B
DFAI
Dimensional ETF Tr

ETFs
-2.56K
- 3.54%
$28.02 - $34.71 $71.6K - $88.7K
69.7K $2.47B
DFAE
Dimensional ETF Tr

ETFs
-6.28K
- 5.06%
$22.87 - $28.95 $144K - $182K
118K $3.54B
Activity Summary
Buys All Purchases 47 New Holdings 27 Increased Positions 20 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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