Wingate Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025
Number of Shares
14,376
Previous 14,309 0.47%
Holding current value
$446 Million
Previous $437 Million 1.95%
% of portfolio
0.4%
Previous 0.5%

Shares

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

Jul 29, 2025
BUY
N/A
67 Added 0.47%
14,376 $446 Million
Q1 2025

Apr 23, 2025
BUY
N/A
59 Added 0.41%
14,309 $437 Million
Q4 2024

Jan 28, 2025
BUY
N/A
14,250 New
14,250 $428 Million
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