Daner Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
19,852
Previous 26,248 24.37%
Holding current value
$1.08 Billion
Previous $1.39 Billion 21.98%
% of portfolio
0.75%
Previous 1.02%

Shares

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

Aug 13, 2025
SELL
N/A
-6,396 Reduced 24.37%
19,852 $1.08 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
26,248 New
26,248 $1.39 Billion
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