Daner Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
6,859
Previous 9,493 27.75%
Holding current value
$376 Million
Previous $504 Million 25.53%
% of portfolio
0.26%
Previous 0.37%

Shares

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

Aug 13, 2025
SELL
N/A
-2,634 Reduced 27.75%
6,859 $376 Million
Q4 2024

Feb 04, 2025
BUY
N/A
9,493 New
9,493 $504 Million
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