Werba Rubin Papier Wealth Management DIMENSIONAL ETF TRUST Transaction History

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Number of Shares
13,693
Previous 24,445 43.98%
Holding current value
$419 Million
Previous $734 Million 42.98%
% of portfolio
0.09%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-10,752 Reduced 43.98%
13,693 $419 Million
Q4 2024

Jan 31, 2025
SELL
N/A
-841 Reduced 3.33%
24,445 $734 Million
Q3 2024

Oct 18, 2024
BUY
N/A
3,461 Added 15.86%
25,286 $779 Million
Q2 2024

Aug 06, 2024
SELL
N/A
-586 Reduced 2.61%
21,825 $631 Million
Q1 2024

Apr 30, 2024
BUY
N/A
22,411 New
22,411 $672 Million
Track This Portfolio

Track Werba Rubin Papier Wealth Management Portfolio

Follow Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email