Assured Partners Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Assured Partners Investment Advisors, LLC

  • $409 Billion
  • Q2 2025
Number of Shares
9,991
Previous 5,282 89.15%
Holding current value
$533 Million
Previous $276 Million 93.18%
% of portfolio
0.13%
Previous 0.05%

Shares

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

Jul 29, 2025
BUY
N/A
4,709 Added 89.15%
9,991 $533 Million
Q1 2025

Apr 22, 2025
BUY
N/A
862 Added 19.5%
5,282 $276 Million
Q4 2024

Feb 12, 2025
BUY
N/A
4,420 New
4,420 $231 Million
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC 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 Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email