Shotwell Rutter Baer Inc DIMENSIONAL ETF TRUST Transaction History

Shotwell Rutter Baer Inc

  • $147 Billion
  • Q2 2025
Number of Shares
171,249
Previous 167,755 2.08%
Holding current value
$4.63 Billion
Previous $4.14 Billion 12.06%
% of portfolio
3.15%
Previous 3.65%

Shares

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

Jul 07, 2025
BUY
N/A
3,494 Added 2.08%
171,249 $4.63 Billion
Q1 2025

Apr 08, 2025
BUY
N/A
2,531 Added 1.53%
167,755 $4.14 Billion
Q4 2024

Jan 13, 2025
BUY
N/A
3,530 Added 2.18%
165,224 $4.09 Billion
Q3 2024

Oct 07, 2024
BUY
N/A
3,591 Added 2.27%
161,694 $4.56 Billion
Q2 2024

Jul 10, 2024
BUY
N/A
5,637 Added 3.7%
158,103 $3.96 Billion
Q1 2024

Apr 10, 2024
BUY
N/A
1,143 Added 0.76%
152,466 $3.87 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
151,323 New
151,323 $3.89 Billion
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