Up Strategic Wealth Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 2024
Number of Shares
83,630
Previous 80,588
3.77%
Holding current value
$5.46 Billion
Previous $5.28 Billion
3.4%
% of portfolio
5.46%
Previous 5.91%
Shares
5 transactions